Jennifer Olsen, financial advisor Grand Blanc MI
93 score

Jennifer Olsen

CRD Number: 5280288
Current Firm: Raymond James & Associates, Inc.

Jennifer Olsen (CRD# 5280288) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grand Blanc, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Grand Blanc, MI May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Smith Barney Flint, MI Jun 2009 - May 2015 5
Citigroup Globlal Markets Flint, MI Nov 2007 - Jun 2009 1
Multi-financial Securities Corporation Denver, CO Mar 2007 - Nov 2007 < 1
Citizens Bank Flint, MI Jun 1981 - Nov 2007 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Jennifer L. Olsen
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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