Jon
Olson

Arkadios Wealth Advisors

CRD#2634051
Investment Advisor
in Rocklin, CA

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About this Advisor

Jon Olson is a financial advisor operating out of Rocklin, California who has 2 years of industry experience. Olson works at Arkadios Wealth Advisors. The advisor has gained experience at Arkadios Capital, Arkadios Wealth Advisors, Investment Architects, Inc and Resource Investment Architects, Inc. Olson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Arkadios Wealth Advisors is a registered investment company that has its headquarters in Atlanta, GA. The firm has offices in 47 locations and a total of 140 financial advisors. It manages $2 billion in assets across its 8,782 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 8,782 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets. Arkadios Wealth Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules vary depending on which services are offered. However, fee types charged by Arkadios Wealth Advisors likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5726 Lonetree Blvd.
Rocklin, CA 95765

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

CA Average: $3,570,121,308
Total Number of Employees

140

CA Average: 58
Total Number of Accounts

8,782

CA Average: 1,608
Average Account Size

$200,176

CA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jon Olson Work History

Jon has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Arkadios Capital

2021 - Present (3 years)

Arkadios Wealth Advisors

2006 - 2021 (15 years)

Investment Architects, Inc

2006 - 2021 (15 years)

Resource Investment Architects, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jon Olson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arkadios Wealth Advisors

German Chaves
San Juan, PR
Matthew Brozik
Madison Lake, MN
Patrick Carpenter
Atlanta, GA
Gregg Lentz
Waukesha, WI
Joseph Patire
Atlanta, GA
William Nelson
Atlanta, GA
Nolan Ginsberg
Angleton, TX
Matt Porter
New Berlin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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