Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Olson is a financial advisor with over 9 years of experience in the financial services industry. Jordan is currently registered with Wells Fargo Clearing Services, LLC and has a strong background in securities and investment advisory services. Jordan has a broad range of experience working with individuals and businesses, providing financial planning and investment management services. Jordan previously held roles with J.P. Morgan Securities LLC, Edward Jones, and TD Ameritrade, Inc. Jordan is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
07/15/2024 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
01/11/2023 - 07/16/2024
J.P. MORGAN SECURITIES LLC (Saint Cloud MN)
MN
07/07/2022 - 01/18/2023
WELLS FARGO CLEARING SERVICES, LLC (SAINT CLOUD MN)
MN
08/09/2019 - 05/17/2022
EDWARD JONES (SAUK RAPIDS MN)
MN
02/26/2018 - 08/14/2019
TD AMERITRADE, INC. (ROCHESTER MN)
MN
04/14/2015 - 02/26/2018
SCOTTRADE, INC. (ROCHESTER MN)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jordan Olson is the right advisor for you? Invested Better is here to help.
