Wells Fargo Advisors
39yrs
Top advisor by experience in Saint Cloud
11yrs
Jordan Olson
Financial advisor at Principal Securities
Jordan Olson has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Saint Cloud, Minnesota. Jordan has been with Principal Securities since 2025; before that, Jordan spent a year at Wells Fargo Advisors and two years at J.P. Morgan Securities. Jordan holds the CFP® designation.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3030 1st St S, Saint Cloud, MN 56301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
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
- Sep 2025 – nowPrincipal Securities, Inc.Current firm
- Jul 2024 – Sep 2025Wells Fargo Clearing Services, LLCPreviously
- Jan 2023 – Jul 2024J.P. Morgan Securities LLCPreviously
- Jul 2022 – Jan 2023Wells Fargo Clearing Services, LLCPreviously
- 2019 – 2022Edward JonesPreviously
- Feb 2018 – Aug 2019TD Ameritrade, Inc.Previously
- Feb 2018 – Aug 2019TD Ameritrade Investment Management, LLCPreviously
- Feb 2017 – Feb 2018Scottrade Investment ManagementPreviously
Contact Jordan
3030 1st St SSaint Cloud, MN 56301Office · Get directions Firm main line(888) 774-6267Headquarters: Principal Securities · Des Moines, IA X (Twitter) pagePrincipal Securities
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Questions to ask Jordan
Tailored to Jordan’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
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About Jordan
How do I contact Jordan?
Call Principal Securities at (888) 774-6267 and ask for Jordan Olson. Jordan works from the Saint Cloud, MN office.
How long has Jordan been a financial advisor?
Jordan has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Jordan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jordan a fiduciary?
Jordan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jordan paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jordan 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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