Jon Cody Olson

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/1992 → Present
  Self Employed
  Roseville, CA
• 12/2021 → Present
  Arkadios Capital
  Atlanta, GA
• 12/2021 → Present
  Arkadios Wealth Advisors
  Atlanta, GA
• 04/2006 → 12/2021
  Investment Architects, Inc.
  Petaluma, CA
• 04/2006 → 12/2021
  Resource Investment Architects, Inc.
  Roseville, CA

Previous Registrations

• 2007-05-14 → 2021-12-31
  Resource Investment Architects, Inc.
  Roseville, CA

Other Businesses

1. Integrity Financial Group/J. Cody Olson Insurance Services Inc, Non-Investment related, Private residence, Insurance sales, Started 5/1/1992, President, 35 hours per month, 25 hours per month during trading hours, Selling life insurance, medical insurance, and occasionally annuities, fixed and variable. 2. Wrestling Official, Non-Investment related, Started 9/1/1994, at the High School and College level spending approximately 15 hours per month during the wrestling season, 0 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-26
• S63 Uniform Securities Agent State Law Examination
  1995-07-31

Other Names

• Cody Olson