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portrait of Jeffrey R Olsen
FINANCIAL ADVISOR

Jeffrey R Olsen

CFP®, ChFC®, AAMS™, CRPC™
580 N Main St Suite 160, Logan, UT 84321opens in a new window
CallSend Me a Message

About Jeffrey

People have asked me why I do this, and the answer is simple; I care and have passion for planning for and helping people retire with confidence. This is a very complicated industry, and I have worked hard to make it easier for my clients to understand. Education is a large part of what I do – I have taken the time to obtain the proper education for serving my clients, and I will spend time with you to help you understand the proven process that I use in my practice.

I am a graduate of Brigham Young University, earning a...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesApril 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Indiana Univ SE New AlbanyMaster of Business Admin
  • Brigham Young UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Board Games
  • Chess
  • Movies & Entertainment
  • Traveling

Team Members

  • Cheryl Teichert
    Sr. Branch Office Administrator
  • Megan Mertel
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(435) 787-8170

Fax

(855) 379-5819

Office Address

580 N Main St Suite 160
Logan, UT 84321opens in a new window

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