John Gregory Olsen
Professional Summary
John Gregory Olsen was a registered financial advisor. John was a previously registered financial professional and started their career in finance 1995 - 2017. John had worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
ANDREW KANE | SZTROM WEALTH MANAGEMENT | SILVEROAK INVESTMENTS | RJ PATTERSON GROUP | PEARSON WEALTH MANAGEMENT | ONFOCUS FINANCIAL | NAUTICAL WEALTH MANAGEMENT | MPP CM | MIRAMONTES CAPITAL | LANYON ADVISORY SERVICES | INSIGHT INVESTMENT COUNSEL | INSIGHT 360 WEALTH MANAGEMENT | GAMEDAY WEALTH GROUP | ELLIOT ASSET MANAGEMENT | DW ADVISORS LLC | DANIEL WEALTH ADVISORS | COURT INVESTMENT SERVICES | CHUGG WEALTH MANAGEMENT | CCG ADVISORS | CATALINA CAPITAL GROUP | BLUE CHIP WEALTH MANAGEMENT, INC. | AZIMUTH WEALTH ADVISORS | ASTORIA CAPITAL MANAGEMENT | ANTHONY GARCIA
Contact Information
Main Address
2930 4th Avenue, Corona Del Mar, CA 92625Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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