Jeffrey Lynn Olson

Current Employers

Employment History

• 02/2010 → 03/2019
  Cadaret, Grant & Co., Inc.
  Rockville, MD
• 02/2010 → Present
  Olson Wealth Management Llc
  Rockville, MD
• 03/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-02-11 → 2019-03-04
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Rockville, MD
• 2009-06-01 → 2010-03-08
  Morgan Stanley
  Sioux City, IA
• 2002-08-07 → 2009-06-01
  Citigroup Global Markets Inc.
  Sioux City, IA
  Sioux City, IA

Other Businesses

1) JEFFREY OLSON, 2400 RESEARCH BLVD STE 320, ROCKVILLE, MD, 03/2016. RENTAL PROPERTY OWNER. NIR-15/YR-5/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-40/TRADING, 03/2019 3) INDEPENDENT INSURANCE AGENT, 2400 RESEARCH BLVD STE 320, ROCKVILLE, MD, 06/2003. FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-8/WK-8/TRADING. 4) ASCENT WEALTH STRATEGIES GROUP ,LLC, 2400 RESEARCH BLVD, STE 320, ROCKVILLE, MD, DBA, 07/22/20, CO-FOUNDER, 50/WK- 40/TRADING 5) JEFFREY OLSON, 703 Gatestone Street, Gaithersburg MD 20878, 11/2021, LEAD PARTNER, MLB SEASON TICKET GROUP, NIR, 1 HR/MONTH 0 HR/MONTH TRADING 6) ASCENT WEALTH STRATEGIES GROUP LLC, 2400 Research Blvd, Suite 320, Rockville MD 20850, United States, 01/01/2020, IAR, DBA, INV REL, 160/MO - 160/Trading 7) JEFFREY OLSON, 2400 Research Blvd Suite 320, Rockville MD 20850, 06/2025, Owner, Real Estate, NIR, 15 HR/MO, 5 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-01
• S63 Uniform Securities Agent State Law Examination
  2002-07-17

Other Names

• Jeff Lynn Olson