Christopher Jason Olivarez

Current Employers

Employment History

• 06/2015 → 04/2022
  Fidelity Brokerage Services Llc
  Sunnyvale, CA
• 07/2018 → 04/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2022 → 06/2024
  Securities America, Inc.
  Cupertino, CA
• 04/2022 → 06/2024
  Securities America Advisors
  Cupertino, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cupertino, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cupertino, CA

Previous Registrations

• 2022-05-06 → 2024-06-14
  Securities America Advisors, Inc.
  Cupertino, CA
  Cupertino, CA
• 2018-07-13 → 2022-05-10
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-06-24 → 2018-07-13
  Strategic Advisers Llc
  Sunnyvale, CA
• 2014-04-23 → 2015-06-09
  Harrisdirect Llc
  Arlington, VA
• 2012-07-17 → 2014-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
  San Jose, CA

Other Businesses

1. ADVISORY - SAA POSITION: Financial Advisor NATURE: Advisory - SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2022 ADDRESS: 10080 N Wolfe Rd, Suite SW3 200, Cupertino CA 95014, United States DESCRIPTION: Advisory - SAA-Financial planning- Advisory sales-Insurance sales 2. CHRIS OLIVAREZ, CFP POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2022 ADDRESS: 10080 N Wolfe Rd, Suite SW3 200, Cupertino CA 95014, United States DESCRIPTION: Insurance sales and service for various carriers. pass through entity for taxation and business expenses" 3.OLIVAREZ PRIVATE WEALTH POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2022 ADDRESS: 10080 N Wolfe Rd, Suite SW3 200, Cupertino CA 95014, United States DESCRIPTION: Insurance sales and service for various carriers. pass through entity for taxation and business expenses"

Exams

• S66 Uniform Combined State Law Examination
  2012-06-07

Designations

Other Names

• Christopher Jason Olivarez
• Christopher Jason Olivarez
• Christopher Olivarez
• Christopher Olivarez
• Christopher Jason Olivarez
• Christopher Jason Olivarez
• Chris Olivarez
• Christopher Olivarez