Jordan John Olson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Apr 2026 to now
- Cambridge Investment Research, Inc.Apr 2026 to now
- MML Investors Services, LLCSep 2024 to Mar 2026
- Massmutual Life Insurance CoMay 2024 to Mar 2026
- Pizza HutDec 2019 to May 2024
- Outdoor ArtsMay 2018 to Dec 2019
- Pizza HutJul 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7983771
- Firm CRD
- 134139