Jarred Olson
Investment adviser representative at Western Wealth Management LLC
13 yearsExperience
1 stateRegistered in
$5.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Western Wealth Management LLCNov 2024 to now
- Western Wealth Management, LLC - dba: Dividend Wealth AdvisorsOct 2024 to now
- Horizon VenturesJan 2023 to Oct 2024
- Elevate Womens HealthNov 2021 to Nov 2023
- The Forbes Securities GroupJan 2020 to Nov 2021
- The Forbes M&a GroupOct 2019 to Nov 2021
- UnemployedJul 2019 to Oct 2019
- Centerline SolutionsOct 2017 to Jul 2019
- Ch2m Hill / JacobsApr 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5793390
- Firm CRD
- 283545