Jeremiah J. Olson
Professional summary
Jeremiah Jon Olson is a registered financial advisor currently at DIAMOND WEALTH PARTNERS located in Lodi, Wisconsin.
Jeremiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeremiah has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremiah Jon Olson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2023 - Present
DIAMOND WEALTH PARTNERS
Office #1: N2665 County Road V, Lodi, WI 53555December 26, 2018 - July 20, 2022
NYLIFE SECURITIES LLC
June 23, 2016 - November 10, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
November 2, 2015 - April 7, 2016
PACKERLAND BROKERAGE SERVICES, INC.
November 15, 2013 - August 28, 2015
CETERA WEALTH SERVICES, LLC
January 25, 2008 - August 12, 2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2023)
Exams
Series 7TO
Date: 4/6/2021
General Securities Representative ExaminationCurrent Firm
DIAMOND WEALTH PARTNERS
CRD#: 321866 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,004,755 |
Red Flags
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Company Information
DIAMOND WEALTH PARTNERS
CRD#: 321866Lodi, WI 53555TRUST BUT VERIFY
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