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Jessica Bethany Olsen

BWM ADVISORY LLC·SCOTTSDALE, Arizona
Unclaimed Profile
7621 E. GRAY RD. SUITE C., SCOTTSDALE, AZ 85260CRD# 2755951Firm CRD# 173131
01

About

Jessica Bethany Olsen is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with BWM ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BWM ADVISORY LLC
BEDROCK INVESTMENT ADVISORS
AUM
$30M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BWM ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2755951
Firm CRD# 173131
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jessica Bethany Olsen offer?
Jessica Bethany Olsen specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jessica Bethany Olsen's credentials?
Jessica Bethany Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Bethany Olsen located?
Jessica Bethany Olsen is based in SCOTTSDALE, Arizona, working with BWM ADVISORY LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jessica Bethany Olsen charge for services?
Jessica Bethany Olsen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BWM ADVISORY LLC?
BWM ADVISORY LLC has approximately 11 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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