Raymond James welcomes California financial advisor managing nearly $200 million
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jeffrey D. Olsen, CRPCTM, to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Roseville, California, according to Rick Sanchez, West Coast regional director for RJA.
Olsen arrives from Morgan Stanley, where he managed approximately $197 million in client assets and is supported by senior client service associate Jennifer Goldsby. Operating as Olsen Wealth Management of Raymond James, the team specializes in providing comprehensive financial planning for clients in California and Texas, including small business owners, family offices and individuals preparing for or living in retirement.
"Raymond James' overarching culture of prioritizing clients' interests was a compelling draw for our team. Throughout our evaluation process, individuals and leaders at every level of the organization consistently emphasized doing what is right for both clients and advisors," said Olsen. "Moreover, I found the technology, wealth management platform and diversity of opportunity to both serve my clients and enable me to grow my practice."
With more than 24 years of financial services experience, Olsen leads his practice as senior vice president, wealth management. He began his career at Citigroup and later served as an advisor at Sigma Financial, ADP Broker-Dealer, Inc. and Wells Fargo before a 13-year tenure at Morgan Stanley. Olsen holds a degree in economics from the University of Arizona and the Chartered Retirement Planning CounselorTM professional designation.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.24 trillion as of Oct. 31, 2023. Additional information is available at raymondjames.com.