Eric Olson

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

• 01/2016 → 04/2019
  Amundi Pioneer Asset Management
  Boston, MA
• 03/2019 → 09/2019
  James Pettorelli
  Boston, MA
• 03/2019 → 09/2019
  Northwestern Mutual Investment Services Llc
  Boston, MA
• 03/2019 → 09/2019
  Northwestern Mutual Investment Services Llc
  Milwaukee, WI
• 10/2019 → 07/2024
  Fidelity Brokerage Services Llc
  Boston, MA
• 07/2024 → Present
  Jpmorgan Chase Bank, Na
  Boston, MA
• 07/2024 → Present
  Jpmorgan Securities Llc
  Boston M, MA

Previous Registrations

• 2019-11-07 → 2024-07-03
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2019-04-29 → 2019-10-08
  Northwestern Mutual Investment Services, Llc
  Boston, MA
• 2016-07-27 → 2019-04-09
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2016-07-23
• S63 Uniform Securities Agent State Law Examination
  2016-02-25

Designations

• Certified Financial Planner

Other Names

• Eric Robert Olson
• Eric R Olson
• Eric Olson