Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
18yrs
Eric Olson has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Jacksonville, Florida. After two years at Signator Investors and seven years at Transamerica Financial Advisors, Eric joined Osaic Wealth in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 73% of advisors in Jacksonville
Office6821 Southpoint Drive North Suite 124, Jacksonville, FL 32216
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
- 2009 – 2016Transamerica Financial Advisors, LLCPreviously
- Oct 2008 – Sep 2009Transamerica Financial Advisors, Inc.Previously
Contact Eric
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Eric. 6821 Southpoint Drive North Suite 124Jacksonville, FL 32216Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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 Eric
How do I contact Eric?
Call Osaic Wealth at (800) 821-5100 and ask for Eric Olson. Eric works from the Jacksonville, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2008, about 18 years. More experience than 73% of advisors in Jacksonville.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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.
Other advisors nearby
Riverplace Capital Management
47yrs
Top 1% by experience in Jacksonville
Raymond James & Associates
47yrs
Top 1% by experience in Jacksonville
LPL Financial
46yrs
Top 1% by experience in Jacksonville
Arkadios Wealth Advisors
45yrs
Top 1% by experience in Jacksonville
Morgan Stanley
44yrs
Top 1% by experience in Jacksonville