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Janet Ann Oliver

Investment Adviser Representative at MFS Institutional Advisors Inc.

Lazy Lake, FLCRD #4471878Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Janet Ann Oliver is an investment adviser representative with MFS Institutional Advisors Inc. in Lazy Lake, FL, where they have been registered since 2016. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Blackrock Financial Management, Inc and BANC of America Investment Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
4 states and territories

Florida, Massachusetts, Puerto Rico, Virgin Islands

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/10/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/5/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MFS Institutional Advisors Inc.Current
9/12/2016 – Lazy Lake, FL
MFS FUND Distributors, Inc.Current
8/18/2016 – Lazy Lake, FL
Blackrock Financial Management, Inc
11/30/2006 – 8/2/2016Miami, FL
BANC OF America Investment Services, Inc.
8/4/2005 – 9/11/2006Miami, FL
Merrill Lynch Investment Managers LP
4/9/2003 – 4/22/2005Plainsboro, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MFS Fund Distributors, Inc.
    Aug 2016 – no end date reportedBoston, MA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MFS Institutional Advisors Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
53
Offices listed on AdvisorFinder:
1
Main office:
Boston, MA
SEC file number:
801-46433

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at MFS Institutional Advisors Inc.

Showing 12 of 53 in the directory

View MFS Institutional Advisors Inc. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Janet Ann Oliver has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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