Jonathon Olivas
Jonathon Olivas is a registered investment advisor at Advowealth Advisors, LLC, based in Reno, NV, with 17 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 178 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
201 W Liberty Street, Suite 207, Reno, NV, 89501
Get directionsHistory
Regulatory History (1)
Criminal
June 1994Other Business ActivitiesSells Insurance
Jonathon is an insurance broker, appointed with outside carriers to broker non-registered insurance products since 2011. He also serves as a board member for the Boys and Girls Club of Western Nevada and the Community Health Alliance Foundation, dedicating a few hours per week to each organization.
Employment History
Current Registrations
Advowealth Advisors, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.