DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

Michael Olson

Advisor at J.P. MORGAN SECURITIES LLC

FOX POINT, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c1ba6558-c6c4-6366-e81b-5976ecc116f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 6, 2001 to Sep 14, 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: Jun 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jun 2, 2000
First registration: Apr 6, 2001
Dual registered: yes, broker-dealer
Other names: MICHAEL CARL OLSON
IAPD individual key: 2439402

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	Oct 1, 2012	n/a	yes	FOX POINT, WI	Current employment
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 14, 2006	Oct 1, 2012	no	MILWAUKEE, WI\|FOX POINT, WI\|MILWAUKEE, WI\|MILWAUKEE, WI\|MILWAUKEE, WI	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Oct 13, 2004	Jun 15, 2006	no	PORTLAND, OR	Previous registration
SECURITY FIRST ADVISORS	Former SEC adviser	Apr 6, 2001	Apr 30, 2004	no	PORTLAND, OR	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
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
EAGLE STRATEGIES LLC	CHASE INVESTMENT SERVICES CORP.	Jun 15, 2006	Jun 14, 2006	-1	Firm change	Other
SECURITY FIRST ADVISORS	EAGLE STRATEGIES LLC	Apr 30, 2004	Oct 13, 2004	166	Firm change	Other

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Oct 1, 2012 to presentfactForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 14, 2006 to Oct 1, 2012factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Oct 13, 2004 to Jun 15, 2006factForm ADV
→ SECURITY FIRST ADVISORSRegistered adviserregistration: previous registration
Apr 6, 2001 to Apr 30, 2004factForm ADV

Dated events

No dated event names this entity yet.