Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Olson is a financial advisor who has been in the industry since March 18, 1990. He is currently registered as a Registered Representative with U.S. Bancorp Investments, Inc. and is licensed in Iowa and Texas. Olson has a wide range of experience, having previously worked with Firstar Investment Services, Inc., Mercantile Investment Services, Inc., Banc One Securities Corporation, Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Olson specializes in portfolio management for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Coralville IA)
NJ
01/03/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
06/24/1999 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IL
05/12/1994 - 06/24/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
03/28/1991 - 10/15/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/21/1989 - 03/25/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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