Jennifer R Olenik
Investment adviser representative at TD Private Client Wealth LLC
15 yearsExperience
1 stateRegistered in
$8.6BFirm assets
13 yearsFirm in business
Are you Jennifer R Olenik? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- TD Private Client Wealth LLCAug 2023 to now
- TD Bank N.A.Aug 2023 to now
- Morgan StanleyMar 2023 to Aug 2023
- E*trade Capital Management LLCApr 2019 to Aug 2023
- E*trade Securities LLCApr 2019 to Aug 2023
- UnemployedNov 2018 to Apr 2019
- Morgan Stanley Private Bank, National AssociationNov 2017 to Nov 2018
- Morgan StanleyOct 2017 to Nov 2018
- UnemployedJul 2017 to Oct 2017
- Rafferty Capital Markets, LLCJun 2008 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2561209
- Firm CRD
- 164484