John S. Olson

CETERA INVESTMENT ADVISERS LLC

TALLAHASSEE, FL

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CRD#: 868183

Professional summary

John Scott Olson JR, who also goes by Scott Olson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tallahassee, Florida and CETERA WEALTH SERVICES, LLC located in Tallahassee, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. John has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott 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)INDEPENDENT INSURANCE AGENT FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE FOR 5HRS/WK SINCE 2002 2)DBA OLSON INSURANCE & FINANCIAL SERVICES AND JOHN OLSON CLU, CHFC, INC. INVESTMENT RELATED SAME AS REGISTERED ADDRESS 11/02 NON-VARIABLE INSURANCE SALES APPROX. 5 HOURS PER WEEK, SOME DURING TRADING HOURS 3)OWNER RENTAL PROPERTY ST. TERESA BEACH FL FOR 3HR/WK & 2HR EVENING & WKENDS SINCE 3/2012 4)NAME OF OTHER BUSINESS: 02 DESIGN, LLC INVESTMENT RELATED: NO ADDRESS: 200 N 16TH ST., APT 1822, PHILADELPHIA, PA 19102 NATURE OF BUSINESS: REAL ESTATE START DATE 08/2018 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: BUY PROPERTY. REMODEL, SELL OR RENT OUT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Scott Olson JR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 30, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

TALLAHASSEE, FL

Current

September 3, 2013 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 249 John Knox Rd, Tallahassee, FL 32303

CRD#: 13572

Tallahassee, FL

Past

September 3, 2013 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

EL SEGUNDO, CA

Past

November 20, 2002 - September 3, 2013

TOWER SQUARE SECURITIES, INC.

RIA

CRD#: 833

TALLAHASSEE, FL

Past

November 19, 2002 - September 3, 2013

TOWER SQUARE SECURITIES, INC.

CRD#: 833

TALLAHASSEE, FL

Past

August 15, 1994 - November 18, 2002

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

October 15, 1993 - October 2, 2001

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

June 19, 1983 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

July 2, 1979 - August 15, 1994

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

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

Alabama
(9/3/2013)

California
(9/3/2013)

Florida
(9/3/2013)

IAR

Florida
(3/30/2023)

Georgia
(9/3/2013)

Iowa
(2/7/2018)

New Jersey
(1/22/2020)

North Carolina
(9/3/2013)

Texas
(8/26/2015)

IAR

Texas
(6/29/2023)

Utah
(9/3/2013)

Virgin Islands
(5/22/2014)

Virginia
(2/11/2019)

Washington
(4/27/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/23/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 6/28/1979

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/4/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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John S. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Scott Olson JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

ADVANTAGE CAPITAL CORPORATION

VOYA FINANCIAL PARTNERS, LLC

AETNA LIFE INSURANCE AND ANNUITY COMPANY

TOWER SQUARE SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2002

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1985

Series 1

Date: 6/28/1979

Series 24

Date: 5/4/2001

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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