Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer

At Independent Wealth Connections, we partner with The Financial Services Network’s Portfolio Consulting team in order to build portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on portfolio construction and investment selection so that we are leveraging thought leadership and the diverse resources of an experienced team. Partnering with a team of investment professionals allows them to focus on the day-to-day tasks involved in trading and
rebalancing portfolios, and us to devote more time to you, our valued clients.
www.fsnweb.com
P : 650.571.1934 F : 650.571.6301
3610 American River Dr., Suite 120, Sacramento, CA 95864
Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor.
Strategic Wealth Advisors Group, Inc. and The Financial Services Network are separate entities from LPL Financial.

    •   FINRA Series 7: General Securities Representative Examination

    •   FINRA Series 63: Uniform Securities Agent State Law Examination

    •   FINRA Series 65: Uniform Investment Adviser Law Examination

    •   Kolbe Certified Coach*

    •   *This certification signifies I have the knowledge and insight to use Kolbe Indexes and

          software to identify people’s natural talents and help individuals and organizations utilize           those talents productively.

 

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