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Jeffrey O
Series 65
Crofton, MD
OPR Investment Services, LLC
Jeffrey Olsen is the president of OPR Investment Services, LLC and holds a Series 65 designation with three years of industry experience. He has been involved in his accounting firm, Olsen & Associates, LLC, since 1997, where he serves as owner and president providing tax preparation, planning, and management consulting. Olsen’s work with OPR primarily involves soliciting clients for third-party registered investment advisers rather than providing direct investment advice. OPR Investment Services, LLC functions as a solicitor, referring potential investors to third-party advisers and conducting due diligence on those firms. The company does not manage client accounts or custody assets, and it maintains written supervisory procedures and a Code of Ethics to address conflicts of interest related to referral compensation.
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