Jon Olson
Jon Olson is a registered investment advisor at Arkadios Wealth Advisors, based in Piedmont, SC, with 30 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
Piedmont, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon sells various insurance products, including life, health, disability, and annuities, dedicating nearly full-time hours in line with his securities business. He also officiates wrestling at the high school and college levels, spending about 10-20% of his time during the wrestling season.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Arkadios Capital
Previous Registrations
Resource Investment Architects, INC.
Investment Architects, INC.Broker
Proequities, INC.Broker
Ameritas Investment CORP.Broker
Walnut Street Securities, INC.Broker
State Registrations3 states
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.