JO
Jeffrey L. Olson
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Rockville, MD 20850
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CRD#: 4547663
JO
Professional summary
Jeffrey Lynn Olson, who also goes by Jeff Lynn Olson, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Rockville, Maryland and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Rockville, Maryland.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Lynn Olson
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) JEFFREY OLSON, 2400 RESEARCH BLVD STE 320, ROCKVILLE, MD, 03/2016. RENTAL PROPERTY OWNER. NIR-15/YR-5/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-40/TRADING, 03/2019 3) INDEPENDENT INSURANCE AGENT, 2400 RESEARCH BLVD STE 320, ROCKVILLE, MD, 06/2003. FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-8/WK-8/TRADING. 4) ASCENT WEALTH STRATEGIES GROUP ,LLC, 2400 RESEARCH BLVD, STE 320, ROCKVILLE, MD, DBA, 07/22/20, CO-FOUNDER, 50/WK- 40/TRADING 5) JEFFREY OLSON, 703 Gatestone Street, Gaithersburg MD 20878, 11/2021, LEAD PARTNER, MLB SEASON TICKET GROUP, NIR, 1 HR/MONTH 0 HR/MONTH TRADING 6) ASCENT WEALTH STRATEGIES GROUP LLC, 2400 Research Blvd, Suite 320, Rockville MD 20850, United States, 01/01/2020, IAR, DBA, INV REL, 160/MO - 160/Trading 7) JEFFREY OLSON, 2400 Research Blvd Suite 320, Rockville MD 20850, 06/2025, Owner, Real Estate, NIR, 15 HR/MO, 5 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lynn Olson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 1, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 2400 Research Blvd. Ste. 320, Rockville, MD 20850RIA
CRD#: 134139
Rockville, MD
Current
March 1, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2400 Research Blvd. Ste. 320, Rockville, MD 20850BD
CRD#: 39543
Rockville, MD
Past
February 11, 2010 - March 4, 2019
CADARET, GRANT & CO., INC.
RIA
CRD#: 10641
Rockville, MD
Past
February 10, 2010 - March 4, 2019
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
Rockville, MD
Past
June 1, 2009 - March 8, 2010
MORGAN STANLEY
RIA
CRD#: 149777
SIOUX CITY, IA
Past
June 1, 2009 - March 8, 2010
MORGAN STANLEY
BD
CRD#: 149777
SIOUX CITY, IA
Past
August 7, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
SIOUX CITY, IA
Past
June 24, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
SIOUX CITY, IA
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/1/2019)
RR
Arkansas(1/4/2021)
RR
California(3/1/2019)
RR
Colorado(3/1/2019)
RR
Florida(3/1/2019)
RR
Hawaii(3/1/2019)
RR
Illinois(3/1/2019)
RR
Iowa(3/1/2019)
RR
Maryland(3/1/2019)
IAR
Maryland(3/6/2019)
RR
Massachusetts(3/1/2019)
RR
Minnesota(3/1/2019)
RR
Nebraska(3/1/2019)
RR
New Mexico(3/1/2019)
RR
New York(3/1/2019)
RR
South Carolina(3/1/2019)
RR
Virginia(3/1/2019)
RR
Wisconsin(3/1/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
