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Jeffrey Martin Olson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Minneapolis, MN

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-01
  • MN RA
    APPROVED
    Since 2013-11-01

Branch Locations

80 S 8Th St, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Pierce Fenner & Smith Inc Minneapolis MN 06/2000 Present
Bank Of America, Na Minneapolis MN 12/2009 Present
  • 06/2000 → Present
    Merrill Lynch Pierce Fenner & Smith Inc
    Minneapolis, MN
  • 12/2009 → Present
    Bank Of America, Na
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-23
S66 Uniform Combined State Law Examination 2000-08-31
  • S65 Uniform Investment Adviser Law Examination
    2005-03-23
  • S66 Uniform Combined State Law Examination
    2000-08-31
Designations

View on SEC IAPD

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