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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Eric Olson

Advisor at J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL | Jersey City, NJ

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Search this name across graphsid dfx:ria:26f1aefe-ce1f-a8c2-3dd2-9caa57c42421

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 25, 2016
First registration: Jul 27, 2016
Dual registered: yes, broker-dealer
Other names: ERIC ROBERT OLSON|ERIC R OLSON|Eric Olson
IAPD individual key: 6598780

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 8, 2024	n/a	yes	PALM BEACH GARDENS, FL\|Jersey City, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 7, 2019	Jul 3, 2024	no	BOSTON, MA	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Apr 29, 2019	Oct 8, 2019	no	BOSTON, MA	Previous registration
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	Former SEC adviser	Jul 27, 2016	Apr 9, 2019	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	J.P. MORGAN SECURITIES LLC	Jul 3, 2024	Aug 8, 2024	36	Firm change	Ibd to wirehouse
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 8, 2019	Nov 7, 2019	30	Firm change	Other
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Apr 9, 2019	Apr 29, 2019	20	Firm change	Other

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Aug 8, 2024 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 7, 2019 to Jul 3, 2024factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Apr 29, 2019 to Oct 8, 2019factForm ADV
→ AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 27, 2016 to Apr 9, 2019factForm ADV

Dated events

Occurred
Jul 3, 2024
Advisor changed firm
Eric Olson left Fidelity Personal And Workplace Advisors for J.P. Morgan Securities Llc (registered 2024-08-08)
Form ADVobserved 5 days ago