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JO

Jonathon C. Olivas

ADVOWEALTH ADVISORS
RENO, NV 89501
Some features on this profile are disabled
CRD#: 5456087
JO

Professional summary

Jonathon Christopher Olivas, AIF® is a registered financial advisor currently at ADVOWEALTH ADVISORS, LLC located in Reno, Nevada.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathon has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Jonathon Christopher Olivas'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 21, 2021 - Present

ADVOWEALTH ADVISORS, LLC

Office #1: 201 W Liberty Street Suite 207, Reno, NV 89501
RIA
CRD#: 140034
RENO, NV
Past

February 20, 2019 - January 5, 2021

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
CARSON CITY, NV
Past

July 7, 2008 - January 5, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
RENO, NV

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
California
(4/4/2022)
IAR
Nevada
(1/21/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/30/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/6/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/6/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/3/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AA
ADVOWEALTH ADVISORS, LLC
ADVOWEALTH ADVISORS, LLC | THOMAS GEORGE PRUTZMAN | PRUTZMAN, THOMAS G. | PRUTZMAN WEALTH MANAGEMENT LLC | PRUTZMAN WEALTH MANAGEMENT

CRD#: 140034 / SEC#:

California
Registered Investment Advisory firm - (6/5/2006 Approved)
Nevada
Registered Investment Advisory firm - (1/29/2008 Approved)
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Contact information

Main Address
201 W Liberty Street Suite 207, Reno, NV 89501
Mailing Address
Phone number
(775) 996-5672
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts178
AUM (Assets Under Management)$ 44,945,578

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

ADVOWEALTH ADVISORS, LLC

CRD#: 140034Reno, NV 89501

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