James Patrick Olson

Current Employers

Employment History

• 02/2003 → Present
  Lpl Financial Llc
  Sarasota, FL
• 09/2013 → Present
  Olson Wealth Management, Inc.
  Sarasota, FL
• 01/2014 → Present
  Olson Wealth Management, Inc
  Sarasota, FL

Previous Registrations

• 1998-01-01 → 2003-03-19
  Banc Of America Investment Services, Inc.
  Sarasota, FL

Other Businesses

1. 03/22/2007 - Gerald Loevner Partnership(my deceased father-in-law) - INV REL - Real Estate Rental - 1% TIME SPENT - Serve as property manager for a family owned/family related partnership that owns seven small retail shops. 2. 01/22/2014 - Olson Wealth Management, Inc. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 01/27/2014 - Olson Wealth Management, Inc. - INV REL - Registered Investment Advisor - 60% TIME SPENT - Hybrid-Olson Wealth Management 4. 05/23/2022 - Stephen F Olson trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date - 05/16/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading - Notary. 5. 05/23/2022 - Jacquelyn Olson Trust - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date - 05/17/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading. 6. 05/31/2022 - Patrick Olson Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date: 05/17/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-25
• S63 Uniform Securities Agent State Law Examination
  1993-10-15

Designations

Other Names

• Jp Olson