Charles Thorin Olson

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE 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

• 05/2024 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2023 → 12/2023
  Florida Financial Advisors
  Tampa, FL
• 08/2019 → 05/2023
  Cornell University
  Ithaca, NY
• 07/2014 → 08/2019
  Indian Prairie School District 204
  Aurora, IL
• 05/2023 → 08/2023
  Unemployed
  Odessa, FL
• 12/2023 → 05/2024
  Unemployed
  Odessa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-08
• S65 Uniform Investment Adviser Law Examination
  2023-11-14

Other Names

• Charlie Olson