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Jacob S Olsen

Morgan Stanley

Gilbert, AZ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-26
AZ RA APPROVED 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-26
  • AZ RA
    APPROVED
    Since 2025-09-22

Branch Locations

400 East Rivulon Boulevard, Gilbert, AZ 85297 • 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
Morgan Stanley Gilbert AZ 07/2025 Present
Clark Street Financial Phoenix AZ 04/2023 06/2025
Tilly's Retail Company Phoenix AZ 02/2021 07/2021
Brophy College Preparatory Phoenix AZ 08/2017 05/2021
Gonzaga University Spokane WA 08/2021 05/2022
Arizona State University Tempe AZ 08/2022 05/2025
Saint John Xxiii Scottsdale AZ 08/2014 05/2017
Raising Canes Scottsdale AZ 05/2020 01/2021
  • 07/2025 → Present
    Morgan Stanley
    Gilbert, AZ
  • 04/2023 → 06/2025
    Clark Street Financial
    Phoenix, AZ
  • 02/2021 → 07/2021
    Tilly's Retail Company
    Phoenix, AZ
  • 08/2017 → 05/2021
    Brophy College Preparatory
    Phoenix, AZ
  • 08/2021 → 05/2022
    Gonzaga University
    Spokane, WA
  • 08/2022 → 05/2025
    Arizona State University
    Tempe, AZ
  • 08/2014 → 05/2017
    Saint John Xxiii
    Scottsdale, AZ
  • 05/2020 → 01/2021
    Raising Canes
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Jacob Sean Olsen

View on SEC IAPD

Other Firms

WATTS GWILLIAM & COMPANY, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
BRIGHTGUIDE FINANCIAL
KINGSLEY WEALTH PARTNERS, INC.
VM JONES FINANCIAL CONSULTING, L.L.C.

Other Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam
Benjamin Cooper
DANIEL BRADFORD GWILLIAM
JEFFREY STEPHEN WATTS
JONATHAN MARK VEST
JEFFREY ALLEN FRYER

Other Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ
EDWARD JONES · GILBERT, AZ
MONEY CONCEPTS CAPITAL CORP · GILBERT, AZ
BRIGHTGUIDE FINANCIAL · GILBERT, AZ
KINGSLEY WEALTH PARTNERS, INC. · GILBERT, AZ

More in Gilbert, AZ

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