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Jonathan W
Series 66
Tallahassee, FL
Cetera
Jonathan Ward is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He previously worked at MassMutual Investors Services and MassMutual Life Insurance Company for over ten years. He also serves as the chief financial officer of First Call Truck Parts, a truck parts distribution and sales business. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.
John O
Series 66
Tallahassee, FL
Cetera
John Olson Jr. is a financial advisor with Cetera, holding a Series 66 designation and bringing 47 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and has operated Olson Insurance & Financial Services since 1992. Outside of his advisory roles, Olson is an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies using affiliated and third-party managers across multiple program structures and authority types.
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