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

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

GIPSR Compliance may be found on our GIPS® page.