John David Olson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

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

Current Employers

Employment History

• 01/1980 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2009 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*104697FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT RELATED: NADDRESS OF BUSINESS: NEW YORK, NEW YORK 10128NATURE OF BUSINESS: FAMILY BUSINESS,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/8/2016NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RIDES HORSES AS A HOBBY. ONE OF THE HORSES (JAZZ) IS BEING LEASED OUT UNTIL NOVEMBER 2017. WE ARE ALSO TRYING TO SELL JAZZ. I*469660For profit or not for profit: Name of outside business organization: Ithaca College Investment Advisory BoardInvestment related: NAddress of business: Ithaca, New YorkNature of business: ["School, College or University"]Position, title, association: ["Committee"], [["Other"]]Start date of relationship: 8/1/2022Number of hours devoted: 4 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Advise Business Dean on Investment management trac I*2235273, Entity Type: Entity Charitable, Name of OBA: Palm Beach civic Association, Address: Palm Beach, Florida, 33480, Investment Related: N, Position, Title, Association: Director, Employee State Date: 04/07/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: Protect and improve the quality of life in the town of Palm Beach by taking proactive stands on civic affairs. I expect to participate in a committee to help with the mission.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-05
• S63 Uniform Securities Agent State Law Examination
  1982-08-18