InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals.

InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.

“The 2020 class of 40 Under 40 honorees represent the best of the future of the financial advice community,” said George B. Moriarty, Chief Content Officer of InvestmentNews. “These men and women have already made their marks on the industry through exceptional leadership and service to their communities.”

Jennifer Olson, along with the others making the 7th annual 40 under 40 list, is highlighted in the June 29, 2020 issue of InvestmentNews and online at investmentnews.com. You can read the full article here.

Award Disclosure:

Nominees for our 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.