Olga M. Solis

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

• 05/2014 → 12/2021
  Wells Fargo Bank N.A.
  Frisco, TX
• 01/2018 → 12/2021
  Wells Fargo Clearing Services, Llc
  Frisco, TX
• 02/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 02/2022 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 01/2022 → 01/2022
  Unemployed
  Savannah, TX
• 03/2021 → Present
  Solis Construction Transportation Llc
  Savannah, TX

Previous Registrations

• 2018-09-21 → 2022-01-07
  Wells Fargo Clearing Services, Llc
  Frisco, TX
  Fort Worth, TX

Other Businesses

Entity Name: Solis Construction Transportation LLC Investment related: No "Address: Savannah TX 76227" Nature of the other business: Transportation Services Position/Title/Relationship: Owner/Partner Start Date: 03/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Leases a semi truck and trailer to Millan's Transportation, which transports construction materials such as gravel and sand to different plants in DFW area.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-21
• S63 Uniform Securities Agent State Law Examination
  2018-08-02

Other Names

• Olga M Solis
• Olga M Perez
• Olga Marisela Solis