Jennifer Olson, CFA®, CIPM, AIF®, CFP®

Jennifer Olson Chief Financial Officer of Apriem Advisors in Orange County CA meeting regarding finances

Chief Financial Officer, Partner

Jen brings more than two decades of experience in finance and wealth management, helping clients and families build lasting financial success across generations. Recognized as an InvestmentNews 40 Under 40 honoree**, she is passionate about providing thoughtful guidance and helping clients make confident financial decisions aligned with their goals and values.

With experience spanning every department of Apriem, Jen assists Rhonda Ducote, AIF® and Chris Whitaker, CFP®, AIF®, with firmwide oversight of the compliance program and GIPS® compliance, supporting the firm’s commitment to regulatory excellence and operational integrity.

Philanthropist

A dedicated mentor and community advocate, Jen has been recognized nationally for her professional achievements and service to others. Her personal journey and commitment to education, mentorship, and financial literacy continue to shape her work with clients and her community.


Philanthropy isn’t just something Jen supports, it’s something she lives. She devotes countless hours and personal resources to causes she believes in, bringing the same generosity and heart to giving back that she brings to every client relationship at Apriem.


Outside of work, Jen enjoys spending time with her husband and dogs, gardening with her mother, and volunteering with charitable organizations close to her heart.

financial advisor in oc attending a charity event
Years in Business*
Client retention rate*
$ in AUM*
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Disclosures

*As of 7/14/26, company wide statistics. Client retention rate above 99% for the year-to-date period ending July 14, 2026.

**Award disclosures may be found on our disclosures page.

GIPS® Compliance may be found on our GIPS® page.

-Received in 2020, this award can only be won once in a lifetime by any individual.

-Nominees for the seventh annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 29, 2020, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Nominees will be considered by InvestmentNews editors based on the following key points: Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field. Neither the RIA firms nor their employees pay a fee to InvestmentNews in exchange for inclusion in the list.