Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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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)
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
Active
Inactive
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