Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Downard Olsen is a financial advisor at Raymond James & Associates, Inc. in Roseville, CA. Jeffrey has been in the financial industry since 1999 and has a proven track record of providing sound financial advice and investment management services to individuals and businesses. Jeffrey holds the Series 7, Series 63, Series 65, and Series 66 licenses. He is also a licensed investment advisor in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/12/2023 - Present
Raymond James & Associates, Inc. (Roseville CA)
TX
03/22/2010 - 10/20/2023
MORGAN STANLEY (Dallas TX)
CA
03/11/2009 - 03/16/2010
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
05/23/2005 - 05/01/2007
ADP BROKER-DEALER, INC. (CERRITOS CA)
MI
04/29/2004 - 05/13/2005
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NY
05/09/2003 - 03/12/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/20/1999 - 05/09/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/11/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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