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Janet Marie Oleary

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Short Hills, NJ

Burlington, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-09-29
NJ RA APPROVED 2020-07-23
  • TX RA
    APPROVED
    Since 2020-09-29
  • NJ RA
    APPROVED
    Since 2020-07-23

Branch Locations

51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States

25 Burlington Mall Rd Workplace Benefits, Burlington, MA 01803 • 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
Principal L Ife Insurance Company New York NY 01/2012 01/2019
Princor Financial Services Corporation New York NY 02/2012 01/2019
Transamerica Capital Inc Denver CO 03/2019 07/2019
Transamerica Investors Securities Corporation Jersey City NJ 07/2019 06/2020
Transamerica Life Insurance Company Jersey City NJ 03/2019 06/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 06/2020 Present
  • 01/2012 → 01/2019
    Principal L Ife Insurance Company
    New York, NY
  • 02/2012 → 01/2019
    Princor Financial Services Corporation
    New York, NY
  • 03/2019 → 07/2019
    Transamerica Capital Inc
    Denver, CO
  • 07/2019 → 06/2020
    Transamerica Investors Securities Corporation
    Jersey City, NJ
  • 03/2019 → 06/2020
    Transamerica Life Insurance Company
    Jersey City, NJ
  • 06/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Short Hills, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-21
S63 Uniform Securities Agent State Law Examination 1998-08-04
  • S65 Uniform Investment Adviser Law Examination
    2020-07-21
  • S63 Uniform Securities Agent State Law Examination
    1998-08-04
Other Names
  • Janet Marie Oleary
  • Janet Oleary

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ
RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ
J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ
DORCHESTER ADVISORS LLC · SHORT HILLS, NJ
ESTEE ADVISORS LLC · SHORT HILLS, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SHORT HILLS, NJ
UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ
TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ

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