Full Financial
42yrs
Top 1% by experience in Colorado
43yrs
James Olson has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Golden, Colorado. James has been with Western Wealth Management since 2021; before that, James spent 11 years at Morgan Stanley and 12 years at UBS Financial Services. James holds the CFP® designation.
One of 121 advisors with offices in Golden, and one of 114 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Golden
Office14143 Denver Parkway., Suite 450, Golden, CO 80401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$457,153
Advisors at the firm102
States licensed ?1 state
Services through Western Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWestern Wealth Management LLCCurrent firm
- 2010 – 2021Morgan StanleyPreviously
- 1999 – 2010UBS Financial Services Inc.Previously
Contact James
(303) 393-2404Western Wealth Management main office 14143 Denver Parkway., Suite 450Golden, CO 80401Office · Get directions LinkedIn pageWestern Wealth Management
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Western Wealth Management at (303) 393-2404 and ask for James Olson. James works from the Golden, CO office.
How long has James been a financial advisor?
James has been in the industry since 1983, about 43 years. Top advisor by experience in Golden.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Western Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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