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John Michael Olson

Pitcairn

Conshohocken, PA

San Francisco, CA

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Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-04
  • CA RA
    APPROVED
    Since 2025-08-04

Branch Locations

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

360 Post Street Suite 900, San Francisco, CA 94108 • 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
Wetherby Asset Management San Francisco CA 10/2011 05/2020
Union Square Global Wealth Management San Francisco CA 05/2020 06/2025
Pitcairn Weath Advisors Conshohocken PA 07/2025 Present
  • 10/2011 → 05/2020
    Wetherby Asset Management
    San Francisco, CA
  • 05/2020 → 06/2025
    Union Square Global Wealth Management
    San Francisco, CA
  • 07/2025 → Present
    Pitcairn Weath Advisors
    Conshohocken, PA
Previous Registrations
  • 2020-06-11 → 2025-07-28
    Union Square Global Wealth Management
    San Francisco, CA
  • 2012-11-26 → 2020-05-18
    Lnw
    San Francisco, CA
    San Francisco, CA
  • 2009-10-05 → 2011-09-27
    Csi Capital Management Inc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-02
  • S65 Uniform Investment Adviser Law Examination
    2009-10-02
Designations
Other Names
  • Jack Olson

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA
UBS FINANCIAL SERVICES INC. · CONSHOHOCKEN, PA
INDEPENDENT FINANCIAL PARTNERS · Conshohocken, PA
HBKS WEALTH ADVISORS · CONSHOHOCKEN, PA
WILLIAM BLAIR · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CONSHOHOCKEN, PA

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