Jason Olsen

Advisor at Edward Jones

Updated today

Location

Elma, WA 98541

Credentials

Series 63, Series 66

Industry experience

25 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management General estate planning guidance

Location

305 W Waldrip

Elma, WA 98541

Most active in

Texas · Washington

Work history

Edward Jones

2000 - Present (26 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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Allen R

Series 63, Series 66

Mccleary, WA

Ameritas Advisory Services, LLC

Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameritas Investment Company, LLC since 2000 and joined Ameritas Advisory Services in 2021. Robbins also serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Layne B

Series 66

Montesano, WA

OSAIC

Layne Bruner is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Royal Alliance Associates, INC. Outside the investment industry, he has worked in insurance sales and service through a sole proprietorship. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of advisors.

Annuities Founder/Business Owner Executive Retired

Julie R

Series 66

Montesano, WA

Edward Jones

Divorce financial planning General estate planning guidance LGBTQIA Women's Finance Widow/Widower
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Jennifer C

CFP®, ChFC®, Series 63, Series 65

Montesano, WA

Ameriprise

Jennifer Carmer Hall is a financial advisor at Ameriprise with 35 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Hall has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Deatra H

Series 63, Series 66

Mccleary, WA

LPL Financial

Deatra Harrington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is involved in selling fixed insurance and long-term care insurance as part of her financial planning services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Mark M

Series 63, Series 65

Elma, WA

LPL Financial

Mark Mager is a financial advisor with LPL Financial in Shelton, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial since 2004. He serves as a board member for Our Community Credit Union in Shelton, WA. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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