Financial Advisors · profile
First Command Financial Advisor - J Kelly Olson, PhD
Financial Advisors · Oceanside, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
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Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| Fiduciary status | Self-claimed | 0 | advisor.firstcommand.comSelf-published |
| Service delivery model | Self-claimed | 0 | advisor.firstcommand.comSelf-published |
2 facts·2 sources·0 contested·2 not confirmed
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What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category financial advisor advisor.firstcommand.comSelf-published
- Category Financial Advisors advisor.firstcommand.comSelf-published
- Who they work with Military & veterans advisor.firstcommand.comSelf-published
- Who they work with military members and their families advisor.firstcommand.comSelf-published
- Who they work with service members and their families advisor.firstcommand.comSelf-published
- Fiduciary status yes advisor.firstcommand.comSelf-published
- Service delivery model in_person advisor.firstcommand.comSelf-published
- Services comprehensive, personalized plan advisor.firstcommand.comSelf-published
- Services Financial coaching advisor.firstcommand.comSelf-published
- Services Financial planning advisor.firstcommand.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
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Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- oceanside, calocalstack.comAggregatedmapquest.comAggregatedmapquest.comAggregatedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedmapquest.comAggregated
- Years in practice
- Since November 2022mapquest.comAggregated
- Professional certifications
- RICPyellowpages.comAggregated
- Services
- Financial planning and banking · financial coaching · comprehensive, personalized plan · financial planning, retirement planningfirstcommand.comIndependent editorialadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedyelp.comAggregated
- Who they work with
- America's armed forces and military families · military families · military members and their families · service members and their familiesfirstcommand.comIndependent editoriallocalstack.comAggregatedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedadvisor.firstcommand.comSelf-publishedmapquest.comAggregatedmapquest.comAggregatedadvisor.firstcommand.comSelf-publishedmapquest.comAggregated
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Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
42881 Vía Alhama, Temecula, CA is the current address for Craig.
First Command's Financial Advisors in Oceanside, CA are committed to serving our Nation's military families in their pursuit of financial security.
To meet with an advisor in person, use our locator to find a First Command advisor near you
Adam understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.
First Command Financial Advisors proudly serve military members and their families.
Adam serves as a personal financial coach to clients, continually reinforcing positive financial behaviors.
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Every source, every date
Where every fact comes from
We read 84 mentions across the web and boiled them down to 34 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
How we checked — what each label means·Verified matched its source·From page metadata read from the site's code
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Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
No credentials are currently recorded.
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We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
- — How they're paidNothing public to confirm this Nothing public to confirm this
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
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How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Sources consulted
Profile · first-command-financial-advisor-j-kelly-olson-phd-55a06db0cd014a12ab4c22f8acf138e6
Category · Financial Advisors
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