Jonathon Olivas
Wealth Advisor/Financial Wellness
- Role
- Wealth Advisor Cofounder at Advowealth Advisors, Llc
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Jonathon Olivas
At AdvoWealth Advisors, LLC, we are an independent registered investment advisor. As an independent fiduciary, we are not focused on product, we are driven by our philiosophy and focused on your best interest. You know how most business owners/entrepreneurs/professionals do not know where to start when it comes to retirement or business succession & protection? We help solve that using a proven process to get you to take action! AdvoWealth Advisors, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where AdvoWealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AdvoWealth Advisors, LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client\'s evaluation.
Experience
Wealth Advisor Cofounder
Jan 2021 — Present · Reno, NV, US
Financial Advisor offering advisory and financial planning services for businesses and individuals.
Skills
- Estate Planning
- Insurance
- Retirement
- Licensed Long-Term Care Insurance
- Protection Planning/Family Security
- Retirement Planning
- Life Insurance
- Key Person Protection
- Investments
- Annuity Sales
- 401k Rollovers
- Small Business
- Customer Service
- Asset Protection
- Lutcf
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.