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Jennifer Olson

Workplace Financial Consultant at Fidelity Investments

Jennifer M. Olson is a Workplace Financial Consultant at Fidelity Investments. She has been with Fidelity since June 2006, starting as a representative in Covington, KY.1 In July 2018, she transitioned to Fidelity Personal and Workplace Advisors.1

Jennifer holds several professional licenses and certifications, including:

  • Series 6, 7, 63, and 66 licenses
  • Washington State Insurance license
  • Certified Retirement Planning Consultant (CRPC)2

She is currently registered as an Investment Adviser Representative in Washington and Texas, with a restricted approval status in Texas.1 Jennifer is also registered as a broker in 53 jurisdictions and with 2 self-regulatory organizations (SROs).1

Jennifer has passed 3 general industry/product exams and 2 state securities law exams.1 Her professional experience at Fidelity involves providing financial consulting services to workplace clients, likely focusing on retirement planning and investment advice.

Highlights

[PDF] JENNIFER M OLSON - SEC.gov
Jan 23 · en.wikipedia.org
Fidelity Investments - Wikipedia

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Jennifer Olson
Jennifer Olson, photo 1
Jennifer Olson, photo 2
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Location

Seattle, Washington, United States