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Olivia Zwetzig

Edward Jones

Bay City, MI

CRD 7592258

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-30
MI RA APPROVED 2022-11-09
  • TX RA
    APPROVED
    Since 2022-11-30
  • MI RA
    APPROVED
    Since 2022-11-09

Branch Locations

617 Washington Ave, Bay City, MI 48708-0000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2022 Present
Common Sail Investment Group Brighton MI 07/2021 07/2022
Dow Chemical Company Midland MI 10/2006 07/2021
  • 07/2022 → Present
    St Louis, MO
  • 07/2021 → 07/2022
    Common Sail Investment Group
    Brighton, MI
  • 10/2006 → 07/2021
    Dow Chemical Company
    Midland, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-05
  • S66 Uniform Combined State Law Examination
    2022-11-05
Designations
  • Certified Financial Planner
Other Names
  • Olivia Wilson
  • Olivia Mcmillan

View on SEC IAPD

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