JP
Jay B. Page
OLSEN FAMILY FINANCIAL
Peachtree City, GA
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CRD#: 7285795
JP
Professional summary
Jay Bryant Page is a registered financial advisor currently at OLSEN FAMILY FINANCIAL, LLC located in Peachtree City, Georgia.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jay has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I am a pilot at Delta Airlines, Inc., which is not investment-related, located at 1030 Delta Blvd, Atlanta, GA 30320. I am a first officer and began in this role in Feb 2023. I work full-time (roughly 150 hrs/month) with roughly 100 hrs of which is during security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Bryant Page'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®
NoneExperience
Current
October 5, 2020 - Present
OLSEN FAMILY FINANCIAL, LLC
RIA
CRD#: 282627
Peachtree City, GA
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
Georgia(10/5/2020)
IAR
Texas(2/22/2023)
Current Firm
OF
OLSEN FAMILY FINANCIAL, LLC
OLSEN FAMILY FINANCIAL, LLC
CRD#: 282627 / SEC#:
Colorado
Registered Investment Advisory firm - (8/9/2018 Approved)Florida
Registered Investment Advisory firm - (6/17/2024 Approved)Georgia
Registered Investment Advisory firm - (10/5/2020 Approved)Massachusetts
Registered Investment Advisory firm - (12/15/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/13/2021 Approved)Texas
Registered Investment Advisory firm - (4/8/2020 Conditional Restricted)Virginia
Registered Investment Advisory firm - (5/9/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Oakton, VA
Mailing Address
Phone number
(617) 315-8781
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 7,600,000 |
Red Flags
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