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Jennifer Paige Olson

FILIGREE ADVISORS LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
201 B AVENUE, LAKE OSWEGO, OR 97034CRD# 5983769Firm CRD# 146284
01

About

Jennifer Paige Olson is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with FILIGREE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FILIGREE ADVISORS LLC
FILIGREE ADVISORS
AUM
$126M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FILIGREE ADVISORS LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5983769
Firm CRD# 146284
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Paige Olson offer?
Jennifer Paige Olson specializes in Investment Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Jennifer Paige Olson's credentials?
Jennifer Paige Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Paige Olson located?
Jennifer Paige Olson is based in LAKE OSWEGO, Oregon, working with FILIGREE ADVISORS LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Jennifer Paige Olson charge for services?
Jennifer Paige Olson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FILIGREE ADVISORS LLC?
FILIGREE ADVISORS LLC has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
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Research
Advisor Fees in OregonNational Fee Analysis
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