Steven Olson

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/1998 → 09/2017
  J.P. Morgan
  New York, NY
• 10/2017 → Present
  Wells Fargo Bank
  Salt Lake City, UT
• 02/2018 → Present
  Wells Fargo Clearing Services
  Salt Lake City, UT

Previous Registrations

• 2006-01-03 → 2009-11-10
  J.P. Morgan Investment Management Inc.
  New York, NY
• 2004-05-21 → 2005-12-31
  J.P. Morgan Asset Management
  Columbus, OH

Other Businesses

UTAH'S COMMITTEE ON EMPLOYMENT FOR PEOPLE WITH DISABILITIES (UCEPD); NOT INVESTMENT RELATED; SALT LAKE CITY, UT; CHAIR; 01/01/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; PROMOTE EMPLOYMENT OPPORTUNITIES OF UTAHNS WITH DISABILITIES | STATE WORKFORCE DEVELOPMENT BOARD (UTAH); NOT INVESTMENT RELATED; SALT LAKE CITY, UT; BOARD MEMBER; 01/01/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; STATE WORKFORCE DEVELOPMENT BOARD

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-21
• S63 Uniform Securities Agent State Law Examination
  1988-06-09

Other Names

• Steven Lynn Olson