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John Olaf Olson

Gibbs Wealth Management, LLC

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About John Olaf Olson

John Olson is a financial advisor at Gibbs Wealth Management, LLC. John has been in the financial services industry since 2004. John is registered in Vermont as an Investment Advisor Representative. John holds the Series 6, Series 63, and Series 65 licenses. Prior to joining Gibbs Wealth Management, LLC, John worked at OSAIC WEALTH, INC., Woodbury Financial Services, Inc. and Questar Capital Corporation. John is a graduate of the University of Vermont. John is dedicated to providing his clients with personalized financial advice and planning.

Firm Information

John Olson is currently registered with Gibbs Wealth Management, LLC. Gibbs Wealth Management, LLC is a registered investment advisor based in Alpharetta, GA. With over 12 licensed agents and 10 investment advisor representatives, the firm manages approximately $391.39 million in assets for 2,983 clients. Gibbs Wealth Management provides a range of advisory services, including portfolio management for individuals, educational seminars, and selection of other advisors. The firm serves individuals, including high-net-worth individuals.
Gibbs Wealth Management, LLC

3980 OLD MILTON PARKWAY

ALPHARETTA, GA 30005

$391.39M

Assets Under Management

Not reported

Total Clients

42

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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percentage of assets

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

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John Olson’s Registration & Firm History

VT

03/19/2024 - Present

Gibbs Wealth Management, LLC (WILLISTON VT)

VT

01/19/2024 - 03/22/2024

OSAIC WEALTH, INC. (WILLISTON VT)

VT

03/01/2019 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (WILLISTON VT)

VT

08/04/2014 - 03/01/2019

QUESTAR CAPITAL CORPORATION (WILLISTON VT)

VT

08/09/2013 - 08/14/2014

ING FINANCIAL PARTNERS, INC. (ESSEX JUNCTION VT)

VT

08/31/2006 - 06/06/2013

MML INVESTORS SERVICES, LLC (COLCHESTER VT)

VT

06/10/2004 - 07/25/2006

NEW ENGLAND SECURITIES (COLCHESTER VT)

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Licenses & Designations

IA

Issued 01/08/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Olaf Olson.
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