Unclaimed Profile

Jeffrey Kent Olsen

PACIFIC FINANCIAL GROUP,LLC·NEWPORT BEACH, California

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredPACIFIC 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 · 24 years registered

Brand Profile

Not yet started

Career History

FAMILY WEALTH STRATEGISTS, LLC

May 2026 – present

KOVACK ADVISORS, INC.

Feb 2024 – May 2026

Newport Beach, CA

PROTOOLS

Oct 2022 – Dec 2023

NEWPORT BEACH, CA

THE PACIFIC FINANCIAL GROUP, INC.

Dec 2019 – Dec 2023

Newport Beach, CA

PACIFIC FINANCIAL GROUP, LLC

Jan 2009 – Dec 2023

BELLEVUE, WA

JOHN HANCOCK DISTRIBUTORS LLC

Aug 2002 – Dec 2006

LAGUNA BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC FINANCIAL GROUP,LLC

CRD 143041 · SEC 801-68318

AUM

$3.1B

Regulatory assets under management

Employees

18 client accounts

Services offered by PACIFIC FINANCIAL GROUP,LLC

Per Form ADV

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at PACIFIC FINANCIAL GROUP,LLC →

Introduction

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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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