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John Floyd Olson

Edward Jones

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About John Floyd Olson

John Floyd Olson is an investment advisor representative with Edward Jones. John Floyd Olson is registered with the Securities and Exchange Commission (SEC) and the state of Oregon. John Floyd Olson has been in the financial services industry since 1999. John Floyd Olson is registered as an investment advisor representative with Edward Jones, and previously was an investment advisor representative with NBC Securities, INC. John Floyd Olson has Series 6, 7, 63 and 65 licenses, and the SIE exam. John Floyd Olson is a member of FINRA.

Firm Information

John Olson is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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John Olson’s Registration & Firm History

OR

03/03/2020 - Present

Edward Jones (GRESHAM OR)

OR

01/30/2017 - 03/02/2020

NBC SECURITIES, INC. (PORTLAND OR)

OR

07/31/2015 - 12/07/2016

NBC SECURITIES, INC. (PORTLAND OR)

OR

04/11/2012 - 07/30/2015

JHS CAPITAL ADVISORS, LLC (PORTLAND OR)

OR

08/01/2011 - 04/11/2012

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

OR

08/15/2002 - 08/20/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)

NJ

04/21/1997 - 08/28/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

WI

11/08/1996 - 02/26/1997

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

11/08/1996 - 02/26/1997

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 05/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 3 public disclosures for John Floyd Olson. Review regulatory record here.
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