UBS Financial Services
47yrs
Top advisor by experience in Pasadena
31yrs
James Olson has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Pasadena, California. After two years at Waddell & Reed, James joined LPL Financial in 2004, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office301 E Colorado Blvd Suite 850, Pasadena, CA 91101
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowLPL Financial LLCCurrent firm
- 2002 – 2004Waddell & ReedPreviously
Contact James
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for James. 301 E Colorado Blvd Suite 850Pasadena, CA 91101Office · Get directions Facebook pageLPL Financial
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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?
- 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 LPL Financial at (704) 733-3300 and ask for James Olson. James works from the Pasadena, CA office.
How long has James been a financial advisor?
James has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does James hold?
Series 63, Series 66. 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?
LPL Financial 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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