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Jennifer Olsen

18 Years of Experience
Fenton, MI
Broker

Jennifer Olsen is a registered investment advisor at Raymond James & Associates, INC., based in Fenton, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

102 W. Silver Lake Road, Suite 200, Fenton, MI, 48430

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer is an owner/member of Horizon Group of Fenton, LLC since 2017. She spends a few hours per week on this investment-related business.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2015 - Present · 11 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2015 - Present · 11 yrs 4 mos
Previous Registrations
Morgan Stanley
September 2010 - May 2015 · 4 yrs 8 mos
Morgan StanleyBroker
June 2009 - May 2015 · 5 yrs 11 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Multi-Financial Securities Corporation
May 2007 - October 2007 · 5 mos
Multi-Financial Securities CorporationBroker
April 2007 - October 2007 · 6 mos
State Registrations27 states
AZCACOCTDCFLGAILINMDMEMIMNMONCNENVNYOHOKORPASCTXVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jennifer Olsen - Financial Advisor | TrueAdvisor