Jeanne M. Deitz

FORTIUS FINANCIAL ADVISORS

Salt Lake City, UT 84107

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CRD#: 2658701

Professional summary

Jeanne Marie Deitz, who also goes by Jeanne Marie Olsen, is a registered financial advisor currently at FORTIUS FINANCIAL ADVISORS, LLC located in Salt Lake City, Utah.

Jeanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jeanne has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeanne Marie Olsen

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.

MS. DEITZ IS AN INDEPENDENT INSURANCE AGENT, NOT ACTIVELY ENGAGED IN SELLING INSURANCE. MS. DEITZ IS A PRINCIPLE IN FORTIUS CAPITAL MANAGEMENT, LLC. MS. DEITZ IS OWNER AND SOLE PROPRIETOR OF DISTINCTIVELY DEITZ AN EVENT AND HOSPITALITY TEA PARTY BUSINESS, SERVICE PROVIDED FOR FRIENDS AT REQUEST AND NOT ACTIVELY BUILDING BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Marie Deitz's 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

July 20, 2015 - Present

FORTIUS FINANCIAL ADVISORS, LLC

Office #1: 4001 South 700 East Suite 554, Salt Lake City, UT 84107

RIA

CRD#: 128060

Salt Lake City, UT

Past

September 28, 1995 - November 1, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/23/2015)

IAR

Utah
(7/20/2015)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/2/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/27/1995

General Securities Representative Examination

Current Firm

FORTIUS FINANCIAL ADVISORS, LLC

BOLLINGER & CO. | FORTIUS FINANCIAL ADVISORS, LLC | BOLLINGER & COMPANY CAPITAL PARTNERS, LLC

CRD#: 128060 / SEC#: 801-71571

RIA

Registered Investment Advisory firm - (8/12/2015 Terminated)

Florida

Registered Investment Advisory firm - (7/23/2015 Approved)

Utah

Registered Investment Advisory firm - (7/22/2015 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4001 South 700 East Suite 554, Salt Lake City, UT 84107

Mailing Address

Phone number

(888) 365-7009

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 10,754,318

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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Jeanne M. Deitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Marie Deitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTIUS FINANCIAL ADVISORS, LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2015

Series 63

Date: 10/2/1995

Series 7

Date: 9/27/1995

Current Firm

FORTIUS FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORTIUS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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