Oliver Field

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 06/2019
  Russell Investments
  Seattle, WA
• 06/2021 → 11/2023
  Robert W. Baird
  Milwaukee, WI
• 07/2020 → 08/2020
  Robert W. Baird
  Milwaukee, WI
• 08/2019 → 05/2021
  Duke University
  Durham, NC
• 12/2023 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 07/2019 → 07/2019
  Unemployed
  Durham, NC

Previous Registrations

• 2021-06-28 → 2023-11-30
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
• 2016-03-08 → 2019-07-05
  Russell Investments
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2015-10-17

Other Names

• Oliver Field
• Oliver Moore Field
• Oliver M Field