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Denton Jay Olde

Denton Jay Olde

CFP®
OLDE WEALTH MANAGEMENT
SAMMAMISH, WA
·CRD# 2172847·32 years experience

Professional Summary

Denton Jay Olde, CFP®, who also goes by D J Olde, is a registered financial advisor currently at OLDE WEALTH MANAGEMENT, LLC located in Sammamish, Washington. Denton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Denton has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

D J Olde

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2009

Years of Experience

32 years in the financial services industry

Current & Past Employments

OLDE WEALTH MANAGEMENT, LLC·CRD# 308991
RIA
1. Sammamish, WA2. Gilbert, AZ
July 15, 2020 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Bellingham, WA
July 9, 2014 - May 4, 2021
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Bellingham, WA
July 9, 2014 - May 4, 2021
CETERA ADVISORS LLC·CRD# 10299
RIA
Sammamish, WA
January 28, 2014 - July 10, 2014
CETERA ADVISORS LLC·CRD# 10299
BD
Sammamish, WA
January 28, 2014 - July 10, 2014
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Lynnwood, WA
January 31, 2013 - January 14, 2014
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Lynnwood, WA
December 20, 2012 - January 14, 2014
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Tukwila, WA
July 22, 2002 - November 20, 2012
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Tukwila, WA
December 15, 2000 - November 19, 2012
NATIONAL FINANCIAL SERVICES LLC·CRD# 13041
BD
Boston, MA
October 8, 1999 - December 15, 2000
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
March 4, 1997 - October 7, 1999
INVESCO DISTRIBUTORS, INC.·CRD# 289
BD
Houston, TX
March 27, 1996 - February 25, 1997
VERAVEST INVESTMENTS, INC.·CRD# 3960
BD
Worcester, MA
November 19, 1991 - December 20, 1993

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Current Firm

OW
OLDE WEALTH MANAGEMENT, LLC

FINANCIAL NETWORK WEALTH MANAGEMENT LLC | OLDE WEALTH MANAGEMENT, LLC | OLDE WEALTH MANAGEMENT

CRD#: 308991 / SEC#: 801-119044
RIA
Registered Investment Advisory firm - SEC (7/15/2020 Approved)

Contact Information

Main Address

Sammamish, WA

Mailing Address

Po Box 3487, Redmond, WA 98073

Phone Number

(425) 495-7484

# of Employees

3

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (2/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

774

AUM (Assets Under Management)

$376,861,627

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2014 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: OLDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL AND ADVISORY SERVICES START DATE: 01/16/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 3. 1.NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 06/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
OLDE WEALTH MANAGEMENT, LLC

FINANCIAL NETWORK WEALTH MANAGEMENT LLC | OLDE WEALTH MANAGEMENT, LLC | OLDE WEALTH MANAGEMENT

CRD#: 308991 / SEC#: 801-119044
RIA
Registered Investment Advisory firm - SEC (7/15/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(1/15/2025)
IAR
Texas
(1/25/2021)
IAR
Washington
(7/15/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2002About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1997About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1996About the Series 6 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed May 2002About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed May 2002About the Series 10 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Denton Jay Olde's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Denton Jay Olde
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