Charles Alan Olson

Current Employers

Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-04-21

CO RA
APPROVED

Since 2024-04-21

Branch Locations

257 Fillmore St Suite 200, Denver, CO 80206 • United States

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Crestone Asset Management Llc	Boulder	CO	03/2020	03/2024
Gary A. Jacobs & Associates, P.C.	Boulder	CO	12/2007	12/2019
Pathstone	Denver	CO	04/2024	Present

03/2020 → 03/2024

Crestone Asset Management Llc

Boulder, CO
12/2007 → 12/2019

Gary A. Jacobs & Associates, P.C.

Boulder, CO
04/2024 → Present

Pathstone

Denver, CO

Previous Registrations

2022-04-06 → 2024-04-12

Crestone Asset Management Llc

Boulder, CO

Other Businesses

CPA practice/sole practitioner DBA Charles Olson, CPA. Not investment related. Located at current home address. Start date: January 2020. Hours a month: 5 -10.