JO
ChFC
JO
ChFC

Juanita Olson

31 Years of Experience
Houston, TX
3 DisclosuresBroker

Juanita Olson is a ChFC-designated registered investment advisor, based in Houston, TX, with 31 years of industry experience.

Location

675 Bering Dr., Ste. 575, Houston, TX, 77057

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History

Regulatory History (3)
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Regulatory
February 2002
Final
Judgment / Lien
November 1995
Judgment / Lien
April 1995
Other Business Activities

Juanita is an advisory representative of an RIA since December 2023. This is an investment-related activity taking nearly full-time, with 120 hours per month dedicated to trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2023 - Present · 2 yrs 5 mos
Cambridge Investment Research, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Symphonic Securities LLCBroker
August 2010 - December 2023 · 13 yrs 4 mos
Symphonic Financial Advisors LLC
August 2010 - December 2023 · 13 yrs 4 mos
Nationwide Securities, LLCBroker
August 2008 - July 2010 · 1 yr 11 mos
Nationwide Securities, LLC
August 2008 - July 2010 · 1 yr 11 mos
1717 Capital Management CompanyBroker
June 2000 - August 2008 · 8 yrs 2 mos
1717 Capital Management Company
June 2000 - August 2008 · 8 yrs 2 mos
Signator Investors, INC.Broker
October 1994 - June 2000 · 5 yrs 8 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1994 - May 1997 · 2 yrs 7 mos
State Registrations18 states
AZCACODCFLGAILNCNJNVNYOKSCTNTXVAWAWY
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.