Juanita Christine Olson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2010 → 12/2023
  Symphonic Financial Advisors Llc
  Houston, TX
• 08/2010 → 12/2023
  Symphonic Securities Llc
  Houston, TX
• 12/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-08-02 → 2023-12-01
  Symphonic Financial Advisors Llc
  Houston, TX
• 2008-08-01 → 2010-07-30
  Nationwide Securities, Llc
  Houston, TX
  Houston, TX
• 2000-06-07 → 2008-08-01
  1717 Capital Management Company
  Houston, TX
  Houston, TX

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 12/2023, ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) JUANITA OLSON, 675 Bering Drive, Suite 575, Houston TX 77057, United States, 01/01/2000, Agent, Notary, NIR, 192 HR/MO - 160 HR/MO TRADING 3) HOUSTON FINANCIAL CENTER, 675 Bering Drive, Suite 575, Houston TX 77057, United States, 01/01/2000, President, DBA Name, INV REL, 192 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-29
• S63 Uniform Securities Agent State Law Examination
  1994-08-31

Designations

• Chartered Financial Consultant

Other Names

• Juanita Olson
• Juanita Christine Causey
• Juanita Christine Oraevsky
• Juanita Causey Oraevsky
• Juanita Christine Causey Oraevsky