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RIA / WealthAdvisor22 years in industry

JOHN OLAF OLSON

Advisor at GIBBS WEALTH MANAGEMENT, LLC

ALPHARETTA, GA | WILLISTON, VT

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Search this name across graphsid dfx:ria:35266d16-ef45-ae83-e4b1-30103cf2fe93

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 20, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GIBBS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 20, 2004
First registration: Feb 20, 2007
Dual registered: no
Other names: JOHN OLSON
IAPD individual key: 4787719

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 22, 2025	n/a	yes	WILLISTON, VT\|ALPHARETTA, GA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	Mar 22, 2024	no	WILLISTON, VT	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Jan 19, 2024	no	WILLISTON, VT	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Aug 20, 2014	Mar 1, 2019	no	MINNEAPOLIS, MN\|WILLISTON, VT	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 17, 2013	Aug 14, 2014	no	GRAFTON, MA\|ESSEX JUNCTION, VT\|BRIDGEWATER, NJ\|COLCHESTER, VT	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 20, 2007	Jun 6, 2013	no	SOUTH BURLINGTON, VT\|ALBANY, NY\|JERICHO, VT\|COLCHESTER, VT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	GIBBS WEALTH MANAGEMENT, LLC	Mar 22, 2024	Jan 22, 2025	306	Firm change	Ibd to RIA
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
VOYA FINANCIAL ADVISORS, INC.	QUESTAR ASSET MANAGEMENT, INC.	Aug 14, 2014	Aug 20, 2014	6	Firm change	Other
MML INVESTORS SERVICES, LLC	VOYA FINANCIAL ADVISORS, INC.	Jun 6, 2013	Sep 17, 2013	103	Firm change	Other

Relationships

Registered with (6)

→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 19, 2024 to Mar 22, 2024factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Jan 19, 2024factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 20, 2014 to Mar 1, 2019factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 17, 2013 to Aug 14, 2014factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 20, 2007 to Jun 6, 2013factForm ADV

Dated events

Occurred
Mar 22, 2024
Advisor changed firm
John Olaf Olson left Osaic Wealth, Inc. for Gibbs Wealth Management, Llc (registered 2025-01-22)
Form ADVobserved 6 days ago