John
Olson

Gibbs Wealth Management, LLC

CRD#4787719
Investment Advisor
in Williston, VT

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About this Advisor

John Olson is a financial advisor based in Williston, Vermont, working with Gibbs Wealth Management, LLC. John has previously held positions at Ing Financial Partners, Inc, Questar Capital Corporation, Questar Asset Management, Woodbury Financial Services, Inc, Osaic Wealth, Inc, Gibbs Wealth Management, LLC, and Beacon Wealth Management LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Vermont. Currently, John is part of Gibbs Wealth Management, LLC, which operates out of Williston, Vermont. The firm has 76 offices and 21 employees. The firm manages assets totaling $391.4 million. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Gibbs Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

400 Corner Stone Drive Ste 233
Williston, VT 05495

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Gibbs Wealth Management, LLC Brokerage Details

Total Assets Under Management

$391,385,872

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

21

VT Average: 58
Total Number of Accounts

2,983

VT Average: 1,608
Average Account Size

$131,205

VT Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

John Olson Work History

2024 - Present (1 year)

Gibbs Wealth Management, LLC

2014 - Present (11 years)

Beacon Wealth Management LLC

2024 - 2024 (< 1 year)

Osaic Wealth, Inc

2019 - 2024 (5 years)

Woodbury Financial Services, Inc

2019 - 2024 (5 years)

Woodbury Financial Services, Inc

2014 - 2019 (5 years)

Questar Capital Corporation

2014 - 2019 (5 years)

Questar Asset Management

2013 - 2014 (1 year)

Ing Financial Partners, Inc

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Disclosures

Please visit the SEC profile of John 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 Gibbs Wealth Management, LLC

Charles Staton
Alpharetta, GA
Chyenne Hayes
Troy, MI
Salvatore Lavely
Alpharetta, GA
Ryan Bauman
Alpharetta, GA
Theodore Moyer
Pennsburg, PA
Ryan Brummans
Alpharetta, GA
Justin Turney
Sparta, TN
Anthony Montenegro
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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