Jason Andrew Olsen

Advisor at Edward Jones — Elma, WA

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Elma, WA 98541

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,176 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jason Olsen is a financial advisor with Edward Jones in Elma, WA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as a board member of the Grays Harbor Country Club in Aberdeen, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Elma, WA

305 W Waldrip

Elma WA 98541

Advisors at this office

2

Most active in

Texas · Washington

Work history

25 years of industry experience

Edward Jones

2000 - Present • 26 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Allen R

Series 63, Series 66

McCleary, WA

Ameritas Advisory Services, LLC

Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameritas Investment Company, LLC since 2000 and joined Ameritas Advisory Services in 2021. Robbins also serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar

Layne B

Series 66

Montesano, WA

OSAIC

Layne Bruner is a financial advisor with OSAIC based in Montesano, WA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Royal Alliance Associates, Edward Jones, and Harbor Investment Advisors. Outside of his advisory work, he is involved in insurance sales and service through a sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Brandon K

Series 66

Montesano, WA

Edward Jones

Brandon Klinger is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kristen R

Series 66

Elma, WA

Edward Jones

Kristen Rudy is a financial advisor with Edward Jones in Elma, Washington, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Secretary for the McCleary PTA and is a Member at Large on the South Puget Sound Estate Planning Council board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and combines advisory services with affiliated capabilities such as a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Julie R

Series 66

Montesano, WA

Edward Jones

Julie Randich is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory role, she was employed at Sipe Therapy Group and the Olympia School District. Outside of her advisory work, she serves as president of the Forest C. & Ruth V. Kelsey Foundation in Montesano, WA, where she manages grant and donation requests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Divorce financial planning General estate planning guidance Retired Founder/Business Owner Executive LGBTQIA Women's Finance Widow/Widower
user avatar

Steven P

CFP®, Series 63, Series 65

Montesano, WA

Edward Jones

Steven Poler is a CFP®-certified financial advisor with Edward Jones, where he has worked for 28 years. He holds Series 63 and Series 65 licenses and is based in Montesano, Washington. Outside of his advisory role, he has involvement in real estate ownership through BPK Holdings, Inc. and Tumble Creek Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branches, with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")