Jenny L. Olsonedwards

ACORNS

Los Angeles, CA

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CRD#: 1203261

Professional summary

Jenny Lynn Olsonedwards, who also goes by Jenny Lynn Edwards, Jenny Lynn Olson Edwards, Jenny Lynn Olson, Jenny Olson, is a registered financial advisor currently at ACORNS located in Los Angeles, California and ACORNS SECURITIES, LLC located in Irvine, California.

Jenny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Jenny has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jenny Lynn Edwards | Jenny Lynn Olson Edwards | Jenny Lynn Olson | Jenny Olson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenny Lynn Olsonedwards's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 15, 2021 - Present

ACORNS

RIA

CRD#: 165926

Los Angeles, CA

Current

June 15, 2021 - Present

ACORNS SECURITIES, LLC

Office #1: 5300 California Avenue, Irvine, CA 92617

CRD#: 168172

Irvine, CA

Past

February 28, 2019 - May 14, 2021

PFG ADVISORS

RIA

CRD#: 173344

PHOENIX, AZ

Past

February 15, 2019 - May 24, 2021

SECURITIES AMERICA, INC.

CRD#: 10205

PHOENIX, AZ

Past

April 5, 2017 - August 31, 2017

DS INVESTMENTS & FINANCIAL SERVICES

CRD#: 190514

PHOENIX, AZ

Past

January 4, 2005 - February 26, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

SCOTTSDALE, AZ

Past

November 13, 2002 - February 26, 2019

LPL FINANCIAL LLC

CRD#: 6413

SCOTTSDALE, AZ

Past

May 5, 2000 - August 16, 2002

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

May 25, 1993 - December 2, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

March 16, 1989 - May 28, 1993

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

September 15, 1987 - November 17, 1988

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

December 22, 1983 - August 25, 1987

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACORNS

ACORNS | ACORNS ADVISERS, LLC

CRD#: 165926 / SEC#: 801-78602

RIA

Registered Investment Advisory firm - (9/23/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/15/2021)

IAR

California
(6/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/29/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ACORNS

ACORNS | ACORNS ADVISERS, LLC

CRD#: 165926 / SEC#: 801-78602

RIA

Registered Investment Advisory firm - (9/23/2013 Approved)

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Contact information

Main Address

5300 California Avenue, Irvine, CA 92617

Mailing Address

Phone number

(855) 739-2859

Established

Firm type

Fiscal year end

# of Employees

305

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACORNS ADVISERS, LLC WRAP FEE PROGRAM BROCHURE, NOVEMBER 2025 (11/13/2025)

Regulatory assets under management

Total Number of Accounts	4,813,137
AUM (Assets Under Management)	$ 10,380,859,924

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report
11/28/2023	Cover Page	Report
04/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jenny L. Olsonedwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenny Lynn Olsonedwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACORNS SECURITIES, LLC

PFG ADVISORS

SECURITIES AMERICA, INC.

DS INVESTMENTS & FINANCIAL SERVICES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

PIPER SANDLER & CO.

UBS FINANCIAL SERVICES INC.

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

ACORNS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2004

Series 63

Date: 1/11/1984

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/17/1983

Series 24

Date: 8/29/2000

FINRA

Current Firm

ACORNS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ACORNS

TRUST BUT VERIFY

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