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Jonathan Olson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Worcester, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-20
CT RA APPROVED 2022-08-02
  • TX RA
    APPROVED_RES
    Since 2022-09-20
  • CT RA
    APPROVED
    Since 2022-08-02

Branch Locations

100 Front St, Worcester, MA 01608 • 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
Edward Jones St Louis MO 06/2018 02/2021
Best Buy Richfield MN 12/1996 01/2018
Unemployed Hudson MA 01/2018 06/2018
Citizens Securities, Inc. Stow MA 09/2021 04/2022
Unemployed Shrewsbury MA 02/2021 09/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 04/2022 Present
Bank Of America, N.A. Worcester MA 08/2022 Present
Previous Registrations
  • 2021-09-29 → 2022-03-21
    Citizens Securities, Inc.
    Maynard, MA
    Stow, MA
    Hudson, NH
    Littleton, MA
    Hudson, MA
  • 2018-08-23 → 2021-02-09
    Edward Jones
    Shrewsbury, MA
    St Louis, MO
    Shrewsbury, MA
    Worcester, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-16
  • S66 Uniform Combined State Law Examination
    2018-08-16
Other Names
  • Jon J Olson
  • Jonathan Jules Olson
  • Jonathan J Olson

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · WORCESTER, MA
MORGAN STANLEY · Worcester, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTER, MA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WORCESTER, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTOR, MA
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