JO
John O. Olson
GIBBS WEALTH MANAGEMENT
WILLISTON, VT 05495
Some features on this profile are disabled
CRD#: 4787719
JO
Professional summary
John Olaf Olson JR, who also goes by John Olson, is a registered financial advisor currently at GIBBS WEALTH MANAGEMENT, LLC located in Williston, Vermont.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John 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. RENTAL PROPERTY POSITION: Owner/Landlord. NATURE: Rental income, less expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 240 Business Route 4 West, Rutland VT 05736 DESCRIPTION: 2 properties; maintain buildings; collect rent at 240 Business Route 4 West, Rutland VT 05736 and 21 Church St, Rutland VT 05701. 2. JOHN OLSON POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 06/11/1982 ADDRESS: 173 Crossfield Drive, Colchester VT 05446, United States DESCRIPTION: Supervise rental housing
CRS (Client Relationship Summary) - RIA
Click below to view John Olaf Olson JR'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 19, 2024 - Present
GIBBS WEALTH MANAGEMENT, LLC
Office #1: 400 Corner Stone Drive Ste 233, Williston, VT 05495RIA
CRD#: 281621
WILLISTON, VT
Past
January 19, 2024 - March 22, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
WILLISTON, VT
Past
January 19, 2024 - March 22, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
WILLISTON, VT
Past
March 1, 2019 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
WILLISTON, VT
Past
March 1, 2019 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
WILLISTON, VT
Past
August 20, 2014 - March 1, 2019
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
WILLISTON, VT
Past
August 4, 2014 - March 1, 2019
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
WILLISTON, VT
Past
September 17, 2013 - August 14, 2014
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
ESSEX JUNCTION, VT
Past
August 9, 2013 - August 14, 2014
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ESSEX JUNCTION, VT
Past
February 20, 2007 - June 6, 2013
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
COLCHESTER, VT
Past
August 31, 2006 - June 6, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
COLCHESTER, VT
Past
June 10, 2004 - July 25, 2006
NEW ENGLAND SECURITIES
BD
CRD#: 615
COLCHESTER, VT
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".
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)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.Highlighted states indicate IAR registrations
IAR
Vermont(3/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3980 Old Milton Parkway, Alpharetta, GA 30005
Mailing Address
Phone number
(678) 694-8770
Established
Firm type
Fiscal year end
# of Employees
126
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,460 |
| AUM (Assets Under Management) | $ 639,157,693 |
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.
