Jeffrey OlsonCRD Number: 4547663
Current Firm: Cadaret Grant & Co Inc.
Jeffrey Olson (CRD# 4547663) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Gaithersburg, MD and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Cadaret, Grant & Company, Inc.||Gaithersburg, MD||Feb 2010 - Current||7|
|Olson Wealth Management LLC||Gaithersburg, MD||Feb 2010 - Current||7|
|Morgan Stanley Smith Barney||Sioux City, IA||Jun 2009 - Feb 2010||< 1|
|Citigroup Global Markets Inc.||Sioux City, IA||Apr 2002 - Jun 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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