Jane
Okulski
Oppenheimer & Co. Inc
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About this Advisor
Jane Okulski is a financial advisor based out of Winston Salem, North Carolina who has 5 years of industry experience. Okulski is an advisor for Oppenheimer & Co. Inc. Throughout their career, Okulski has worked at Transamerica Financial Advisors, Inc, Cambridge Investment Research, Inc, Cambridge Investsment Research Advisors, Inc and Oppenheimer & Co Inc. Okulski holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. Oppenheimer & Co. Inc is a registered investment company that has its headquarters in New York, NY. It has offices in 118 locations and a total of 2,784 advisors. It administers $23 billion in total assets among its 32,333 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 145 charitable organizations. Of its 32,333 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The business has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on the services offered. However, fees billed by Oppenheimer & Co. Inc most likely are comprised of any blend of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$22,650,951,893
2,784
32,333
$700,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jane Okulski Work History
Jane has been registered as a financial advisor for 5 years.*
Oppenheimer & Co Inc
Cambridge Investment Research, Inc
Cambridge Investsment Research Advisors, Inc
Transamerica Financial Advisors, 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 Jane Okulski 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 Oppenheimer & Co. Inc
Wayne, PA
Stamford, CT
Houston, TX
Princeton, NJ
New York, NY
New York, NY
Boca Raton, FL
Atlanta, GA
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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