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Jordan O
CFP®, Series 63, Series 66
Saint Cloud, MN
Principal Financial Services
Jordan Olson is a CFP® professional with 10 years of industry experience, currently affiliated with Principal Financial Services. His background includes roles at Edward Jones, Wells Fargo, J.P. Morgan Securities, and TD Ameritrade. He also directs investment services for a credit union, providing financial and retirement planning guidance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals and institutions, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.
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