JO

Jeffrey Martin Olson

IAR
RR
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Jeffrey Martin Olson, CFP is a registered financial advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED located in Minneapolis, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeffrey has worked at 1 firm and has passed the Series 65, Series 66, SIE and Series 7 exams.

Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.

Advisor Information

ADVISOR PROFILE
Services Offered
Retirement Planning
Small Business Planning
Employee and Employer Plan Benefits
Retirement Income Management
Socially Responsible Investing
Insurance Planning
Investment Planning
Estate Planning
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CREDENTIALS
CREDENTIALS (1)
CFP: Certified Financial Planner
Certified Financial Planner
Begin Date: 2012
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (15)
Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming
RR
Arizona (1/16/2004)
RR
California (10/9/2000)
RR
Colorado (4/27/2017)
RR
Connecticut (10/9/2000)
RR
Florida (11/2/2010)
RR
Illinois (2/3/2017)
RR
Massachusetts (9/26/2013)
RR
Michigan (11/17/2022)
RR
Minnesota (9/5/2000)
IAR
Minnesota (11/1/2013)
RR
New York (5/26/2011)
RR
North Carolina (11/17/2006)
RR
Oregon (7/10/2019)
RR
Pennsylvania (5/15/2017)
RR
Wisconsin (11/5/2001)
SRO REGISTRATIONS (9)
RR
Cboe BYX Exchange, Inc. APPROVED
RR
Cboe BZX Exchange, Inc. APPROVED
RR
Cboe EDGA Exchange, Inc. APPROVED
RR
Cboe EDGX Exchange, Inc. APPROVED
RR
Cboe Exchange, Inc. APPROVED
RR
FINRA APPROVED
RR
Investors' Exchange LLC APPROVED
RR
Nasdaq Stock Market APPROVED
RR
New York Stock Exchange APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (#7691)
80 S 8th St, Minneapolis, MN, 55402
3/24/2005 - Current
BD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (#7691)
80 S 8th St, Minneapolis, MN, 55402
8/10/2000 - Current
PREVIOUS EMPLOYER (0)
JO
Claim Profile

Jeffrey Martin Olson

IAR
RR
CFP: Certified Financial Planner
Experience: 23 years / 1 firms
CRD#: 4219601


LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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