DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Kent Olsen
Feed of 09/14/2026
At current firm
0 y
since May 5, 2026
In the industry
32 y
since Aug 22, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- Family Wealth Strategists, LLC state registered currentsince May 5, 2026 · Newport Beach, Ca
- Kovack Advisors, Inc. BD affiliatedFeb 9, 2024 to May 1, 2026 · Newport Beach, Ca
- Protools unclassifiedOct 7, 2022 to Dec 11, 2023 · Nashville, Tn
- The Pacific Financial Group, Inc. independent RIADec 13, 2019 to Dec 11, 2023 · Newport Beach, Ca
- Pacific Financial Group, LLC asset managerJan 7, 2009 to Dec 11, 2023 · Nashville, Tn
- John Hancock Distributors LLC unclassifiedAug 15, 2002 to Dec 31, 2006 · Laguna Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Kovack Advisors, Inc. to Family Wealth Strategists, LLCleft May 1, 2026, registered May 5, 2026 (4 days) · Affiliated broker-dealer or bank to a state-registered adviser
- The Pacific Financial Group, Inc. to Protoolsleft Dec 11, 2023, registered Oct 7, 2022 (-430 days) · Other
- Pacific Financial Group, LLC to The Pacific Financial Group, Inc.left Dec 11, 2023, registered Dec 13, 2019 (-1459 days) · Other
- Protools to Kovack Advisors, Inc.left Dec 11, 2023, registered Feb 9, 2024 (60 days) · Other
- John Hancock Distributors LLC to Pacific Financial Group, LLCleft Dec 31, 2006, registered Jan 7, 2009 (738 days) · Other
Signals
- Jeffrey Kent Olsen left Kovack Advisors, Inc. for Family Wealth Strategists, Llc (registered 2026-05-05)May 1, 2026 · Advisor changed firm · fact
- Jeffrey Kent Olsen left Pacific Financial Group, Llc for The Pacific Financial Group, Inc. (registered 2019-12-13)Dec 11, 2023 · Advisor changed firm · fact
- Jeffrey Kent Olsen left Protools for Kovack Advisors, Inc. (registered 2024-02-09)Dec 11, 2023 · Advisor changed firm · fact
- Jeffrey Kent Olsen left The Pacific Financial Group, Inc. for Protools (registered 2022-10-07)Dec 11, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address