Michael Olson

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Fox Point, WI
• 03/2024 → 04/2024
  Buckhorn Trail Capital, Llc
  Mequon, WI
• 06/2006 → Present
  Jpmorgan Chase Bank, Na.
  Fox Point, WI

Previous Registrations

• 2006-06-14 → 2012-10-01
  Chase Investment Services Corp.
  Milwaukee, WI
  Fox Point, WI
  Milwaukee, WI
  Milwaukee, WI
  Milwaukee, WI
• 2004-10-13 → 2006-06-15
  Eagle Strategies Llc
  Portland, OR
• 2001-04-06 → 2004-04-30
  Security First Advisors
  Portland, OR

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: CARL E OLSON CHARITABLE REMAINDER UNITRUST POSITION: TRUSTEE START DATE: 12/3/2019 ADDRESS: 13702 Mequon, WI DETAILS: AS TRUSTEE: TO HIRE PROFESSIONALS THAT WILL PROVIDE TAX, LEGAL, AND INVESTMENT RELATED SERVICES, MAKE DISBURSEMENTS TO THOSE PARTIES AND DISTRIBUTIONS TO THE INCOME BENEFICIARIES. AS FINANCIAL ADVISOR: MAKE APPROPRIATE TRADES TO MANAGE THE GROWTH & INCOME GOALS OF THE TRUST. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): APPROXIMATELY 5-10 HOURS PER MONTH HOURS DURING TRADING: ONLY A FEW MINUTES TO PLACE TRADES ON A QUARTERLY BASIS.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-02

Other Names

• Michael Carl Olson