Jenny Olsonedwards (CRD# 1203261) is an Investment Advisor Representative working at Acorns in Los Angeles, CA and has over 40 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Acorns | Irvine, CA | Jun 2021 - Current | 2 |
Securities America, Inc. | Phoenix, AZ | Feb 2019 - May 2021 | 2 |
Pfg Advisors | Phoenix, AZ | Feb 2019 - Feb 2021 | 2 |
Lpl Financial, LLC | Scottsdale, AZ | Nov 2002 - Feb 2019 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1984 |
S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- CA
-
Total Assets Under Management6,295MILLIONS
-
Total Number of Accounts5,730,587ACCOUNTS
-
Average Account Value$1,099
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, WY
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