Jacob Thomas Olson
Investment adviser representative at Intellicents Investment Solutions Inc
11 yearsExperience
1 stateRegistered in
$9.9BFirm assets
30 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
11 years in the industry.
- Intellicents Investment Solutions, inc.May 2026 to now
- Harvest Point Wealth ManagementJul 2024 to now
- LPL Financial LLCAug 2024 to May 2026
- Palmer GroupJul 2022 to Jul 2024
- Jolivette PaintingMay 2022 to Jul 2022
- University of Iowa Pomerantz Career CenterAug 2021 to May 2022
- University of Iowa Hospitals & ClinicsOct 2019 to May 2021
- University of IowaAug 2019 to May 2022
- Jolivette PaintingMay 2019 to Aug 2019
- Forest City High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 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
- 7962582
- Firm CRD
- 107498