Jeremy
Olen
Mariner Independent Advisor Network, LLC
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About this Advisor
Jeremy Olen is a chartered financial analyst working out of Sacramento, California who has 7 years of relevant experience. Olen works at Mariner Independent Advisor Network, LLC. During their career, Olen has held roles at Strategic Wealth Advisors Group, Inc, Lpl Financial LLC and Dynamic Capital Management, Inc. Olen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. Mariner Independent Advisor Network, LLC is an advisory business based in Leawood, KS. The company has offices in 94 locations and a total of 237 advisors. It manages $6 billion in assets between its 24,608 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 73 charities and foundations. Of its 24,608 customer accounts, just 5% belong to high-net-worth investors who have more than $1 million in investable assets. Mariner Independent Advisor Network, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on the type of services offered. However, fee types charged by Mariner Independent Advisor Network, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Independent Advisor Network, LLC Brokerage Details
$6,257,201,836
237
24,608
$254,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeremy Olen Work History
Jeremy has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Strategic Wealth Advisors Group, Inc
Dynamic Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Olen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Independent Advisor Network, LLC
Grass Valley, CA
San Ramon, CA
Danville, CA
San Jose, CA
Windsor, CA
Seal Beach, CA
Redwood City, CA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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