Joshua Edward Olson
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 feeCommissions
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
12 years in the industry.
- Commonwealth FinancialJan 2023 to now
- Commonwealth Financial NetworkJan 2021 to now
- Financial FoundationSep 2020 to now
- The Vanguard Group, Inc.Aug 2018 to Sep 2020
- Polaris MepJun 2017 to Aug 2018
- Centrex DistributorsJun 2017 to Aug 2017
- Financial Planning AlternativesJun 2017 to Aug 2017
- West Bay GourmetJun 2017 to Aug 2017
- University of DelawareSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6996806
- Firm CRD
- 8032