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Jarred Olson

Advisor at Western Wealth Management LLC

Updated today
Western Wealth Management LLC logo

Firm

Western Wealth Management LLC

Location

Golden, CO 80401

Credentials

Series 63, Series 65

Industry experience

2 years

About

Jarred Olson is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Western Wealth Management, he worked at Horizon Ventures, Elevate Womens Health, The Forbes Securities Group, and The Forbes M&A Group. In addition to his advisory role, Olson is the founder and CEO of Antaero Aviation, LLC, a private aviation services business. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisors using a range of investment strategies and third-party manager relationships.

Client services

Based on Western Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Western Wealth Management LLC

College savings (529s, UTMA, etc.) Options & derivatives strategies

Fee options

Fixed

Flat fees ranging from $100 to $10,000 for financial planning and consulting services; flat fees up to 2.5% of AUM may also be applied for portfolio management in certain circumstances.

Percentage

$0+: Up to 3.0% annually for Comprehensive Portfolio Management (maximum) - negotiable and may be flat fee or percentage-based $10,000 - $249,999: Up to 2.5% annually for LPL Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.5% annually for LPL Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.5% annually for LPL Model Wealth Portfolios Program (MWP) $50,000+: Up to 3.0% annually for LPL Manager Access Select Program (MAS) $100,000+: Up to 3.0% annually for LPL Manager Access Network (MAN) $5,000+: 1.4% annually for LPL Guided Wealth Portfolios Program (GWP)

Commissions

Some IARs are registered representatives of LPL and may earn commissions on securities sales.

Project-based

$100 to $1,000 per hour for financial planning and consulting services.

Other

Account minimum: $5,000 Fee-only: Financial planning fees range from $100 to $10,000 flat fee; hourly fees range from $100 to $1,000 per hour; ongoing fees available with automatic renewals.

Location

14143 Denver Pkwy.,, Ste 450

Golden, CO 80401

Most active in

Colorado

Work history

Western Wealth Management, LLC - DBA: Dividend Wealth Advisors

2024 - Present (2 years)

Horizon Ventures

2023 - 2024 (1 year)

Elevate Womens Health

2021 - 2023 (2 years)

The Forbes Securities Group

2020 - 2021 (1 year)

The Forbes M&A Group

2019 - 2021 (2 years)

UnEmployed

2019 - 2019 (1 year)

Centerline Solutions

2017 - 2019 (2 years)

Ch2m Hill / Jacobs

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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