Olivia Kathleen Black

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 01/2022 → Present
  Edward Jones
  St Louis, MO
• 03/2021 → 12/2021
  Integer
  Dallas, TX
• 01/2021 → 03/2021
  Helms Workshop
  Austin, TX
• 12/2017 → 11/2020
  Johnson & Sekin
  Dallas, TX
• 09/2017 → 12/2017
  Calise Partners
  Dallas, TX
• 08/2017 → 11/2017
  Nike Dallas
  Dallas, TX
• 03/2016 → 06/2017
  Tribal Worldwide
  New York City, NY
• 12/2020 → 12/2020
  Unemployed
  Dallas, TX
• 07/2017 → 08/2017
  Unemployed
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-06-21

Other Names

• Olivia Price