John Olson Email & Phone Number
First Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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John Olson Location
- Allentown, PA, US
John Olson Work
- 2003 -now First Vice President and Wealth Management, Financial Advisor @
- 2009 -2016 Director @ Upper Bucks Chamber of Commerce
- 2014 -2014 President @ Upper Bucks Chamber of Commerce
- 2002 -2003 Internship @
- 1995 -1998 Infantry Soldier @
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 First Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott. 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 3 emails and 1 mobile phone numbers on RocketReach.
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