Wells Fargo Advisors
46yrs
Top advisor by experience in Bradenton
29yrs
Jeffry Olson
Financial advisor at Wells Fargo Advisors
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
OfficeBradenton, FL
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.
Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2013 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2013UBS Financial Services Inc.Previously
- 2000 – 2009Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Jeffry
Tailored to Jeffry’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeffry
How do I contact Jeffry?
Call Wells Fargo Advisors at 314-875-3000 and ask for Jeffry Olson. Jeffry works from the Bradenton, FL office.
How long has Jeffry been a financial advisor?
Jeffry has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.
What licenses does Jeffry hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeffry a fiduciary?
Jeffry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffry paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jeffry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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