JON JACOB OLING is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-11-12 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-10-20 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-06-22 | 2018-07-13 | — |