James Olson, financial advisor Rochester MN
93 score

James Olson

CRD Number: 1000292
Current Firm: Wells Fargo Advisors Financial Network, LLC

James Olson (CRD# 1000292) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Rochester, MN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Rochester, MN Apr 2010 - Current 6
Wachovia Securities, LLC Rochester, MN Jan 2008 - Apr 2010 2
A.g. Edwards & Sons, Inc. St. Louis, MO May 2003 - Jan 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for James S. Olson
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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