Kelly Monique Olson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Edward Jones
  Mesquite, NV
• 08/2013 → 04/2019
  Logan City School District
  Logan, UT

Other Businesses

Olson Family Enterprises Type of business: Concessions Providence, UT Start date: 7/1/2009 subcontractor Hours per week: 0 Hours during trading: 0 Our son runs a mobile concession business selling kettle corn and cotton candy at various fairs and festivals

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12

Other Names

• Monique De La Mare
• Monique Holmes