JO
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Jeffry Olson
28 Years of Experience
Bradenton, FL
1 DisclosureBroker
Jeffry Olson is a registered investment advisor at Wells Fargo Advisors, based in Bradenton, FL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Bradenton, FL
Get directionsHistory
Regulatory History (1)
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
July 2023Denied
Other Business Activities
Jeffry has ownership stakes in One Wealth LLC and OLE Enterprizes LLC, both investment-related and started in September 2024. He dedicates minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
June 2013 - September 2024 · 11 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - September 2024 · 11 yrs 3 mos
UBS Financial Services INC.Broker
February 2009 - June 2013 · 4 yrs 4 mos
UBS Financial Services INC.
February 2009 - June 2013 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - February 2009 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - February 2009 · 11 yrs 2 mos
State Registrations18 states
ALAZCACOFLKSMNMONDNENHNJORPASDTNTXWI
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.