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Joshua Edward Olson

Commonwealth Financial Network

Southborough, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-01-26
  • MA RA
    APPROVED
    Since 2021-01-26

Branch Locations

2 Park Central Drive Suite 310, Southborough, MA 01772 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 08/2018 09/2020
Polaris Mep Providence RI 06/2017 08/2018
West Bay Gourmet South Kingstown RI 06/2017 08/2017
Financial Planning Alternatives Westport MA 06/2017 08/2017
Centrex Distributors West Greenwich RI 06/2017 08/2017
University Of Delaware Newark DE 09/2014 05/2018
Financial Foundation Westborough MA 09/2020 Present
Commonwealth Financial Waltham MA 01/2023 Present
  • 08/2018 → 09/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2017 → 08/2018
    Polaris Mep
    Providence, RI
  • 06/2017 → 08/2017
    West Bay Gourmet
    South Kingstown, RI
  • 06/2017 → 08/2017
    Financial Planning Alternatives
    Westport, MA
  • 06/2017 → 08/2017
    Centrex Distributors
    West Greenwich, RI
  • 09/2014 → 05/2018
    University Of Delaware
    Newark, DE
  • 09/2020 → Present
    Financial Foundation
    Westborough, MA
  • 01/2023 → Present
    Commonwealth Financial
    Waltham, MA
Other Businesses

Fixed insurance sales; as of 2/23/2022; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
S63 Uniform Securities Agent State Law Examination 2018-10-03
  • S66 Uniform Combined State Law Examination
    2020-12-19
  • S63 Uniform Securities Agent State Law Examination
    2018-10-03
Other Names
  • Joshua Edward Olson
  • Josh Olson
  • Joshua Olson

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
CREATIVE PLANNING
LIVELIFE CAPITAL PARTNERS LLC
BORTOLUSSI WEALTH MANAGEMENT, INC.
FITTS FINANCIAL
FINANCIAL FOUNDATIONS, INC.
LPL ENTERPRISE, LLC

Other Investors

CHRISTOPHER ALAN MENINNO
GARY JOHN THIBEAULT
JUSTIN J SLATTERY
Derek Knight Fairchild
MICHELLE VALANTE BEAUSEJOUR
DAVID JOHN MINGORI
MARK RALPH MCMANUS
DEMETRA J MOORE

Other Offices

MML INVESTORS SERVICES, LLC · SOUTHBOROUGH, MA
FOCUS PARTNERS WEALTH, LLC · Southborough, MA
CREATIVE PLANNING · Southborough, MA
LIVELIFE CAPITAL PARTNERS LLC · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · SOUTHBOROUGH, MA
FITTS FINANCIAL · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · Southborough, MA
FINANCIAL FOUNDATIONS, INC. · SOUTHBOROUGH, MA

More in Southborough, MA

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