Best Investors Account Sign in

Eric Olson

J.P. Morgan Securities LLC

Palm Beach Gardens, FL

Jersey City, NJ

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-17
TX RA APPROVED 2024-08-08
  • FL RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED
    Since 2024-08-08

Branch Locations

3825 Pga Blvd 8Th And 9Th Floor, Palm Beach Gardens, FL 33410 • United States

575 Washington Blvd Floor 9 & 10, Jersey City, NJ 07310 • 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
Amundi Pioneer Asset Management Boston MA 01/2016 04/2019
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 03/2019 09/2019
Fidelity Brokerage Services Llc Boston MA 10/2019 07/2024
Jpmorgan Chase Bank, Na Boston MA 07/2024 Present
Jpmorgan Securities Llc Boston M MA 07/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-23
S63 Uniform Securities Agent State Law Examination 2016-02-25
  • S66 Uniform Combined State Law Examination
    2016-07-23
  • S63 Uniform Securities Agent State Law Examination
    2016-02-25
Designations
Other Names
  • Eric Robert Olson
  • Eric R Olson
  • Eric Olson

View on SEC IAPD

Other Firms

WIN ADVISORS, INC
MONEY CONCEPTS ADVISORY SERVICE
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS
DAKOTA WEALTH, LLC
ZACHARY FINANCIAL CONSULTANTS LLC
BLUE LINE CAPITAL ADVISORS
FIFTH THIRD SECURITIES, INC.

Other Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel
Douglas William Boy
Jamie Hodges Taber
Kathryn Leigh Wood
William Kenneth Young Terry
Jerry Thomas Mayes

Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor