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Jon Cody Olson

Arkadios Wealth Advisors

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About Jon Cody Olson

Jon Cody Olson is a financial advisor with over 27 years of experience in the industry. Jon Olson is currently registered with Arkadios Wealth Advisors. Jon Olson also has experience with previous firms including Investment Architects, Inc., ProEquities, Inc., Ameritas Investment Corp., and Walnut Street Securities, Inc. Jon Olson is registered in California, Nevada, and South Carolina. Jon Olson specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals.

Firm Information

Jon Olson is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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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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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Jon Olson’s Registration & Firm History

SC

07/03/2024 - Present

Arkadios Wealth Advisors (Taylors SC)

CA

04/03/2006 - 01/03/2022

INVESTMENT ARCHITECTS, INC. (Rocklin CA)

AL

03/26/2002 - 04/13/2006

PROEQUITIES, INC. (BIRMINGHAM AL)

NE

01/09/2001 - 04/03/2002

AMERITAS INVESTMENT CORP. (LINCOLN NE)

CA

07/19/1995 - 01/22/2001

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 04/26/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Cody Olson.
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