Janet Ann Oliver

Mfs Institutional Advisors INC.

22 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Mfs Institutional Advisors INC.

Compensation

Fee-Only (AUM)

Firm Size

48 advisors

Number of Clients

10,260 clients

Average Client Portfolio

$10.9M average

Assets Under Management

$111.8B

Fee Structure

Minimum Investment:$50M

Financial Planning:Investment management only

Location

111 Huntington Avenue, Boston, MA, 02199-7618

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History

Regulatory History (1)

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Criminal

July 2017

Final Disposition

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Employment History

Current Registrations

Mfs Institutional Advisors INC.

September 2016 - Present · 9 yrs 5 mos

Mfs Fund Distributors, INC.

August 2016 - Present · 9 yrs 6 mos

Mfs Fund Distributors, INC.Broker

August 2016 - Present · 9 yrs 6 mos

Previous Registrations

Blackrock Investments, LLCBroker

November 2006 - August 2016 · 9 yrs 9 mos

Blackrock Financial Management, INC

November 2006 - August 2016 · 9 yrs 9 mos

Banc of America Investment Services, INC.

August 2005 - September 2006 · 1 yr 1 mo

Banc of America Investment Services, INC.Broker

July 2005 - September 2006 · 1 yr 2 mos

Merrill Lynch Investment Managers LP

April 2003 - April 2005 · 2 yrs

Fam Distributors, INC.Broker

November 2002 - April 2005 · 2 yrs 5 mos

State Registrations4 states

FLMAPRVirgin Islands

AdvisorBrokerBoth

Exams

No exam information available for this advisor.