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
Jane Mary Olbekson
Feed of 09/15/2026
Also filed as Jane Mary Jennings
At current firm
6 y
since Dec 12, 2019
In the industry
25 y
since Dec 12, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Centaurus Financial, Inc. BD affiliated currentsince Dec 12, 2019 · Anaheim, Ca
- First Allied Advisory Services, Inc. formerAug 10, 2016 to Dec 12, 2019 · Eugene, Or
- Citigroup Global Markets Inc. BD affiliatedApr 23, 2003 to Feb 26, 2007 · Coos Bay, Or
Moves
a registration end followed by a registration begin elsewhere
- First Allied Advisory Services, Inc. to Centaurus Financial, Inc.left Dec 12, 2019, registered Dec 12, 2019 (0 days) · Affiliated broker-dealer or bank to another
- Citigroup Global Markets Inc. to First Allied Advisory Services, Inc.left Feb 26, 2007, registered Aug 10, 2016 (3453 days) · Other
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address