Jordan Olson
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsApr 2025 to now
- W&s Brokerage Services, Inc.Sep 2024 to Mar 2025
- Western Southern LifeSep 2024 to Mar 2025
- UnemployedJun 2024 to Sep 2024
- Fifth Third SecuritiesAug 2023 to Dec 2023
- Fifth Third BankSep 2021 to Jun 2024
- JumpcrewDec 2020 to Aug 2021
- ConstructconnectSep 2019 to Nov 2020
- Enterprise Rent A CarJul 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7799632
- Firm CRD
- 104555