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JO

John G. Olsen

Some features on this profile are disabled
CRD#: 2597887
JO

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Gregory Olsen was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1995. John had worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 20, 2015 - July 10, 2017

DANIEL WEALTH ADVISORS

RIA
CRD#: 150382
NEWPORT BEACH, CA
Past

August 21, 2014 - March 25, 2015

OSAIC SERVICES, INC.

RIA
CRD#: 133763
NEWPORT BEACH, CA
Past

August 13, 2014 - March 25, 2015

OSAIC SERVICES, INC.

BD
CRD#: 133763
NEWPORT BEACH, CA
Past

August 7, 2012 - August 14, 2014

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
IRVINE, CA
Past

July 4, 2012 - August 14, 2014

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
IRVINE, CA
Past

November 21, 2011 - July 7, 2012

3 POINTE FINANCIAL

RIA
CRD#: 159117
IRVINE, CA
Past

November 5, 2008 - November 10, 2009

NEWPORT COAST SECURITIES, INC.

RIA
CRD#: 16944
MISSION VIEJO, CA
Past

November 4, 2008 - November 10, 2009

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
MISSION VIEJO, CA
Past

April 15, 2008 - November 6, 2008

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
LAKE FOREST, CA
Past

April 15, 2008 - November 6, 2008

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
LAKE FOREST, CA
Past

January 23, 2008 - April 16, 2008

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
LAGUNA HILLS, CA
Past

January 22, 2008 - April 16, 2008

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
LAGUNA HILLS, CA
Past

January 18, 2007 - September 24, 2007

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN
Past

August 24, 2005 - November 27, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
ORANGE, CA
Past

August 23, 2005 - November 27, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
ORANGE, CA
Past

September 14, 2001 - August 3, 2005

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

November 11, 1998 - May 19, 1999

TOUCHSTONE SECURITIES, LLC

BD
CRD#: 1526
CINCINNATI, OH
Past

April 10, 1995 - October 16, 1998

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/24/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/25/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/3/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/7/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DW
DANIEL WEALTH ADVISORS
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

CRD#: 150382 / SEC#: 801-78657

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Contact information

Main Address
2930 4th Avenue, Corona Del Mar, CA 92625
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A DANIEL WEALTH ADVISORS (3/9/2018)
FORM ADV PART 2A - INSIGHT 360 BROCHURE (3/9/2018)
ADV PART 2A CCG ADVISORS (3/9/2018)

Red Flags

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.

Company Information

DANIEL WEALTH ADVISORS

CRD#: 150382

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