John Olson Email & Phone Number
Senior Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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John Olson Location
- Allentown, PA, US
John Olson Work
- Senior Vice President and Wealth Management, Financial Advisor @ (June 2003 - Present)
- Director @ Upper Bucks Chamber of Commerce (January 2009 - January 2016)
- President @ Upper Bucks Chamber of Commerce (January 2014 - December 2014)
- Internship @ (November 2002 - April 2003)
- Infantry Soldier @ (October 1995 - March 1998)
John Olson Education
- College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2017-2019 - Penn State University
B.S. Business Management (Financial Services Focus)
1998-2003
John Olson Skills
- Wealth Management
- Retirement Planning
- Investments
- Portfolio Management
- Estate Planning
- Financial Planning
- Retirement
- Trusts
- Series 7
- Retirement Income Strategies
- Registered Investment Advisor
- Asset Management
- Veterans
- Business Development
- Customer Service
- Management
- Marketing
- Public Speaking
- Sales
- Strategic Planning
- Team Building
- One On One
- Leading Meetings
John Olson Summary
- John Olson, based in Allentown, PA, US, is currently a Senior Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott LLC. John Olson brings experience from previous roles at Upper Bucks Chamber of Commerce, Prudential Securities and US ARMY, B-Co 2-14th Infantry Division. John Olson holds a 2017 - 2019 Master of Science - MS in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Retirement Planning, Investments, Portfolio Management, Estate Planning and more. John Olson has 4 emails and 1 mobile phone numbers on RocketReach.
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