John Olson (CRD# 4787719) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Williston, VT and has over 19 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Gibbs Wealth Management, LLC | Williston, VT | Mar 2024 - Current | < 1 |
Beacon Wealth Management LLC | Williston, VT | Jul 2014 - Current | 9 |
Osaic Wealth, Inc. | Williston, VT | Jan 2024 - Mar 2024 | < 1 |
Woodbury Financial Services, Inc. | Williston, VT | Mar 2019 - Jan 2024 | 4 |
Woodbury Financial Services, Inc. | Williston, VT | Mar 2019 - Jan 2024 | 4 |
Questar Capital Corporation | Minneapolis, MN | Aug 2014 - Mar 2019 | 4 |
Questar Asset Management | Minneapolis, MN | Aug 2014 - Mar 2019 | 4 |
Ing Financial Partners, Inc. | Colchester, VT | Aug 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2004 |
S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- VT
-
Total Assets Under Management391MILLIONS
-
Total Number of Accounts2,983ACCOUNTS
-
Average Account Value$131,205
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, NC, NJ, OH, PA, RI, TN, TX, VA, VT, WI
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