Jamie Eleanor Olson

Current Employers

Heirloom Wealth Management Llc

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2023-02-17

CO RA
APPROVED

Since 2023-02-17

Branch Locations

8400 E Prentice Avenue Suite 1115, Greenwood Village, CO 80111 • United States

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • 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

Organization	City	State	From	To
True Wealth Advisors	Denver	CO	07/2021	01/2023
Reese And Co Portraits Formerly Little Nest Portraits	Denver	CO	12/2016	07/2021
Ben Franklin Academy	Highlands Ranch	CO	08/2016	12/2016
Lpl Financial, Llc	Greenwood Village	CO	03/2021	01/2023
Gps Wealth Strategies Group, Llc	Greenwood Village	CO	07/2021	01/2023
Heirloom Wealth Management Llc	Greenwood Village	CO	02/2023	Present

07/2021 → 01/2023

True Wealth Advisors

Denver, CO
12/2016 → 07/2021

Reese And Co Portraits Formerly Little Nest Portraits

Denver, CO
08/2016 → 12/2016

Ben Franklin Academy

Highlands Ranch, CO
03/2021 → 01/2023

Lpl Financial, Llc

Greenwood Village, CO
07/2021 → 01/2023

Gps Wealth Strategies Group, Llc

Greenwood Village, CO
02/2023 → Present

Heirloom Wealth Management Llc

Greenwood Village, CO

Other Businesses

2026 - Heirloom Tax Solutions, LLC Consultant- At Reported Business Location(s) - less than 10 Hours Per Month, Provides tax planning and coordination, receives compensation

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-03

S66 Uniform Combined State Law Examination

2022-12-03

Designations

Other Names

Jamie Eleanor Morris

View on SEC IAPD