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John Olson

46 Years of Experience
Tallahassee, FL
BrokerSells Insurance

John Olson is a registered investment advisor at Cetera Investment Advisers LLC, based in Tallahassee, FL, with 46 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Tallahassee, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent selling fixed annuities, life, accident, health, and long-term care insurance, dedicating a few hours per week since 2002. He also operates under the DBAs Olson Insurance & Financial Services and John Olson CLU, CHFC, Inc., selling non-variable insurance and owns rental property in St. Teresa Beach, FL, spending minimal time on each activity. Additionally, he is a partner in 02 Design, LLC, a real estate business, with varying hours spent buying, remodeling, selling, or renting out properties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Tower Square Securities, INC.
November 2002 - September 2013 · 10 yrs 10 mos
Tower Square Securities, INC.Broker
November 2002 - September 2013 · 10 yrs 10 mos
Advantage Capital CorporationBroker
August 1994 - November 2002 · 8 yrs 3 mos
Aetna Investment Services, LLCBroker
October 1993 - October 2001 · 8 yrs
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - October 1993 · 10 yrs 4 mos
Travelers Equities Sales, INC.Broker
July 1979 - August 1994 · 15 yrs 1 mo
State Registrations14 states
ALCAFLGAIAILNCNJSCTXUTVAVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.