JO
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Jeffrey Olson
36 Years of Experience
Amana, IA
3 DisclosuresBroker
Jeffrey Olson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Amana, IA, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
504 39th Ave, Amana, IA, 52203
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011Denied
Customer Dispute
January 2001Denied
Customer Dispute
February 2000Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
January 2005 - February 2026 · 21 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2026 · 24 yrs 2 mos
Firstar Investment Services,inc.Broker
January 2000 - December 2001 · 1 yr 11 mos
Mercantile Investment Services, INC.Broker
June 1999 - January 2000 · 7 mos
Banc One Securities CorporationBroker
May 1994 - June 1999 · 5 yrs 1 mo
Charles Schwab & CO., INC.Broker
March 1991 - October 1993 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1989 - March 1991 · 1 yr 7 mos
State Registrations31 states
ALARAZCACODCDEFLIAILINKSMAMDMEMIMNMONCNJNMNYOHOKSCSDTNTXVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.