Jane Smith Okulski

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2016 → 11/2017
  Cambridge Investsment Research Advisors, Inc.
  Fairfield, IA
• 11/2017 → Present
  Oppenheimer & Co Inc
  Winston Salem, NC

Previous Registrations

• 2016-04-15 → 2017-12-20
  Cambridge Investment Research Advisors, Inc.
  Raleigh, NC
• 2009-08-21 → 2016-05-02
  Transamerica Financial Advisors, Llc
  Carmel, IN
  Raleigh, NC
  Clearwater, FL
  Panama City Beach, FL

Other Businesses

REYNOLDA HOUSE ADVISORY COUNCIL, NON INVESTMENT RELATED, 2250 REYNOLDA RD, WINSTON SALEM, NC 27106. ADVISORY COUNCIL ASSISTS IN COORDINATING EVENTS AND PLANNING FOR THE FUTURE OF THE MUSEUM. STARTED MARCH 2016, DEVOTES 3-6 HOURS A YEAR.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-20

Other Names

• Jane Stewart Smith