James P. Olson
Professional summary
James Patrick Olson, CFP®, ChFC®, who also goes by Jp Olson, is a registered financial advisor currently at OLSON WEALTH MANAGEMENT, INC. located in Sarasota, Florida and LPL FINANCIAL LLC located in Siesta Key, Florida.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. James has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Patrick Olson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2014 - Present
OLSON WEALTH MANAGEMENT, INC.
February 28, 2003 - Present
LPL FINANCIAL LLC
March 3, 2003 - October 29, 2015
LPL FINANCIAL LLC
January 1, 1998 - March 19, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 1, 1998 - March 19, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 7, 1993 - January 1, 1998
NATIONSSECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/28/2018)
(11/1/2019)
(2/28/2003)
(2/20/2014)
(4/29/2016)
(2/28/2003)
(6/6/2012)
(4/12/2004)
(3/26/2024)
(8/16/2016)
(1/21/2021)
(5/1/2013)
(4/26/2018)
(9/21/2006)
(2/13/2018)
(5/10/2023)
(10/3/2005)
(9/26/2023)
Exams
FINRA
Current Firm
OLSON WEALTH MANAGEMENT, INC.
CRD#: 169452 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 43,940,129 |
Red Flags
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