Jane Okulski
Jane Okulski is a registered investment advisor at Oppenheimer & CO. INC., based in Winston-Salem, NC, with 17 years of industry experience. Jane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
380 Knollwood Street, Suite 300, Winston-Salem, NC, 27103
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Jane is on the Reynolda House Advisory Council, assisting with event coordination and planning for the museum's future since 2016. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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