Jonathan Olson

Jonathan Olson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to organize, manage, and achieve their financial goals by understanding their priorities and developing personalized strategies. Jonathan provides guidance on a wide range of financial concerns, including retirement planning, investment management, education funding, legacy planning, tax minimization, and small business strategies. He also offers access to Bank of America specialists for banking, credit, home financing, and business solutions.

Jonathan’s approach centers on uncovering what matters most to his clients and their families, helping them pursue their short-, mid-, and long-term goals with ongoing advice and tailored solutions. He holds the Personal Investment Advisor (PIA) designation and has completed education at Nashwauk High School, Vermilion Community College, Hibbing Technical College, and the University of Minnesota System.

Outside of his professional role, Jonathan enjoys a variety of personal interests such as baseball, boating, camping, fishing, ice hockey, reading, softball, volleyball, woodworking, and spending time with his family.