Jeremy Louis Olen

Employer firm

Mariner Advisor Network CRD 283824

$9.57B regulatory AUM 209 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:

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

Current Employers

Employment History

• 09/2006 → Present
  Mariner Independent Advisor Network, Llc
  Sacramento, CA
• 09/2009 → Present
  Lpl Financial Llc
  Sacramento, CA

Previous Registrations

• 2006-09-05 → 2016-07-08
  Strategic Wealth Advisors Group
  Sacramento, CA
• 2014-02-03 → 2014-10-16
  Dynamic Capital Management, Inc.
  Roseville, CA
• 2009-01-02 → 2009-09-08
  Associated Securities Corp.
  Boston, MA
  San Mateo, CA
  Sacramento, CA
• 2005-01-24 → 2008-12-31
  Fsc Securities Corporation
  Sacramento, CA
  Bloomfield Hills, MI
  Sacramento, CA

Other Businesses

1. 4/14/10:Strategic Wealth Advisors Group--DBA:(Hybrid)JBT Financial--InvREL--AtReptBus.Loc.--DBAforLPL Business--25%TimeSpent. 2. 9/15/16:Honor Bound Network LLC--InvREL--AtReptBus.Loc.--DBAforLPL Business--Start9/15/16--5Hours/Mo.DuringSec.Trading. 3. 09/14/2022 - Mariner Advisor Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 9/15/2022 4. 05/23/2023 - Mariner Independent Advisor Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/31/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Mariner Independent Advisor Network LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 5. 11/08/2023 - Brother Ajax - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 120 State Route 28, Crystal Bay, NV 89402 - Start Date 08/01/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-07
• S63 Uniform Securities Agent State Law Examination
  2002-06-24

Designations

• Chartered Financial Analyst

Other Names

• Jeremy Louis Olen