Christie L Ollar

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-02-14
LA	RA	APPROVED	2023-01-20

Branch Locations

445 North Blvd, Baton Rouge, LA 70802 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	Baton Rouge	LA	10/2018	02/2022
Jpmorgan Chase Bank, N.A.	Baton Rouge	LA	10/2018	02/2022
Sprint	Baton Rouge	LA	12/2013	10/2017
Unemployed	Hammond	LA	10/2017	09/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Baton Rouge	LA	02/2022	Present

10/2018 → 02/2022

J.P. Morgan Securities Llc

Baton Rouge, LA
10/2018 → 02/2022

Jpmorgan Chase Bank, N.A.

Baton Rouge, LA
12/2013 → 10/2017

Sprint

Baton Rouge, LA
10/2017 → 09/2018

Unemployed

Hammond, LA
02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baton Rouge, LA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-06