Jonathon Olivas (CRD# 5456087) is an Investment Advisor Representative working at Advowealth Advisors, LLC in Reno, NV and has over 15 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advowealth Advisors, LLC | Reno, NV | Jan 2021 - Current | 3 |
| Eagle Strategies LLC | Reno, NV | Feb 2019 - Jan 2021 | 1 |
| Multigenerational Financial Strategies LLC | Reno, NV | May 2016 - Dec 2020 | 4 |
| Nylife Securities LLC | Reno, NV | Jun 2008 - Dec 2020 | 12 |
| New York Life Insurance Company | Reno, NV | Dec 2007 - Dec 2020 | 13 |
| Generations Financial Strategies | Reno, NV | Sep 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- NV
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Total Assets Under Management35MILLIONS
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Total Number of Accounts157ACCOUNTS
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Average Account Value$222,148
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NV
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