James Lawrence Olsen

Current Employers

Employment History

• 05/2016 → 03/2018
  Onesource Retirement Advisors, Inc.
  Malvern, PA
• 04/2018 → Present
  Malvern Capital Management, Llc
  Malvern, PA

Previous Registrations

• 2016-08-13 → 2018-04-27
  Onesource Retirement Advisors, Inc.
  Malvern, PA
• 2006-10-25 → 2006-11-14
  Uvest Financial Services Group, Inc.
  Wayne, PA
  Charlotte, NC
• 2006-11-06 → 2006-11-06
  Philadelphia Corporation For Investment Services
  Wayne, PA
• 2006-02-01 → 2006-08-16
  Smart Financial Advisors, Llc
  Devon, PA
• 1993-08-03 → 2005-03-21
  Radnor Financial Advisors, Inc.
  Wayne, PA

Other Businesses

(1) Investment Related: No. I am a member of the finance committee for St John's Lutheran Church a non-profit charitable organization. In part, I assist in overseeing the finances of the church and spending less than 2% of my time. No hours are spent during normal trading hours. Phoenixville, PA 19460;Start date: 2019-02-24; (2) Kensworth Open Space Association; Phoenixville, PA 19460; Not investment-related; Community Home Owners Association; Position: Treasurer; Duties: On behalf of the Association, sign checks, make deposits, handle long-term savings accounts and keep track of individual homeowner's payments of dues.; Start date with business: 2019-05-20; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-02-21
• S65 Uniform Investment Adviser Law Examination
  1993-07-08

Designations

Other Names

• Jim Olsen