Unclaimed Profile

Jeffrey Kent Olsen

PACIFIC FINANCIAL GROUP,LLC·NEWPORT BEACH, California

Clean recordPACIFIC FINANCIAL GROUP,LLC

2077 WEST COAST HIGHWAY, NEWPORT BEACH, CA 92663CRD# 2495622Firm CRD# 143041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Kent Olsen · NEWPORT BEACH, CA

Registration

CRD #2495622 · PACIFIC FINANCIAL GROUP,LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Kent Olsen is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PACIFIC FINANCIAL GROUP,LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

PACIFIC FINANCIAL GROUP,LLC

PACIFIC FINANCIAL GROUP, LLC

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACIFIC FINANCIAL GROUP,LLC →

Services

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Other: NEGOTIATED FEES FOR RISKPRO

Regulatory

SEC/IARD CRD# 2495622

Firm CRD# 143041

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Kent Olsen offer?

Jeffrey Kent Olsen specializes in Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jeffrey Kent Olsen's credentials?

Jeffrey Kent Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Kent Olsen located?

Jeffrey Kent Olsen is based in NEWPORT BEACH, California, working with PACIFIC FINANCIAL GROUP,LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jeffrey Kent Olsen charge for services?

Jeffrey Kent Olsen's firm is compensated through percentage of aum, other: negotiated fees for riskpro. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC FINANCIAL GROUP,LLC?

PACIFIC FINANCIAL GROUP,LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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