Daniel D Olson
Also appears in the source record as: Daniel Dean Olson
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- Series 66Series 65Series 63SIESeries 7Series 6
- Registered states (12)
- Arizona · Arkansas · California · Colorado · Florida · Kansas · Minnesota · Nevada · Oklahoma · South Dakota · Texas · Virginia
- Years in the industry (source record)
- 39
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (10)
From the source registration record · current first
-
Jan 28, 2026 → present
-
start not retrieved → present
-
Britehorn SecuritiesBD capacityOct 1, 2024 → Oct 3, 2025
-
Britehorn SecuritiesBD capacityApr 13, 2023 → Oct 10, 2023
-
Tortoiseecofin Securities, LLCBD capacityOct 23, 2018 → Apr 20, 2021
-
Morgan Stanley Distribution, Inc.BD capacityOct 14, 2011 → Oct 30, 2018
-
Princor Financial Services CorporationBD capacityJul 16, 2010 → Oct 20, 2011
-
Alps Distributors, Inc.BD capacityMar 28, 2001 → Dec 31, 2009
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Credit Suisse Asset Management Securities, Inc.BD capacityApr 16, 1996 → Feb 22, 2001
-
Strong Funds Distributors, Inc.BD capacityFeb 17, 1987 → Jun 2, 1995
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.