Strategic Wealth Advisors Group
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About this Advisor
Jeremy Olen is an investment advisor who lives in Sacramento, California. Currently a registered investment advisor at Strategic Wealth Advisors Group, Olen has 16 years of practice in the financial advisory industry. Olen maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Olen is registered to operate based out of California. Over the course of their career, Olen has held roles at Fsc Securities Corporation, Strategic Wealth Advisors Group, Inc, Associated Securities Corp, Lpl Financial LLC, Dynamic Capital Management, Inc and Stowe Partners. Strategic Wealth Advisors Group is headquartered in Sacramento, California, and operates out of 61 locations throughout the United States. In total, Strategic Wealth Advisors Group oversees $3 billion in assets throughout 14,618 accounts and employs more than 260 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Strategic Wealth Advisors Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Strategic Wealth Advisors Group Brokerage Details
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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 16 years of experience.
Dynamic Capital Management, Inc
Associated Securities Corp
Lpl Financial LLC
Strategic Wealth Advisors Group, Inc
Fsc Securities Corporation
Fsc Securities Corporation
Jeremy Olen has disclosures.
Please visit their SEC profile for more details.