Jeremy
Olen

Strategic Wealth Advisors Group

CRD#4534614
Investment Advisor
in Sacramento, CA
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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

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

3600 American River Dr Suite 145
Sacramento, CA 95864

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Strategic Wealth Advisors Group Brokerage Details

Total Assets Under Management

$3,616,724,133

CA Average: $7,578,581,321
Total Number of Employees

250

CA Average: 43
Total Number of Accounts

20,013

CA Average: 3,727
Average Account Size

$180,719

CA Average: $2,033,427

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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.

2014 - 2014 (0 years)

Dynamic Capital Management, Inc

2009 - 2009 (0 years)

Associated Securities Corp

2009 - Present (10 years)

Lpl Financial LLC

2009 - 2012 (3 years)

Stowe Partners

2006 - Present (13 years)

Strategic Wealth Advisors Group, Inc

2002 - 2009 (7 years)

Fsc Securities Corporation

2002 - 2009 (7 years)

Fsc Securities Corporation

Disclosures

Jeremy Olen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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