Jamie E. Olson

HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO 80111

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CRD#: 7349489

Professional summary

Jamie Eleanor Olson, who also goes by Jamie Eleanor Morris, is a registered financial advisor currently at HEIRLOOM WEALTH MANAGEMENT LLC located in Greenwood Village, Colorado.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jamie has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Eleanor Morris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Eleanor Olson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2023 - Present

HEIRLOOM WEALTH MANAGEMENT LLC

Office #1: 8400 E Prentice Avenue Suite 1115, Greenwood Village, CO 80111

RIA

CRD#: 292277

GREENWOOD VILLAGE, CO

Past

May 11, 2022 - February 21, 2023

LPL FINANCIAL LLC

CRD#: 6413

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/3/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/11/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/23/2021

Securities Industry Essentials Examination

Current Firm

HEIRLOOM WEALTH MANAGEMENT LLC

CRD#: 292277 / SEC#: 801-112707

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

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Contact information

Main Address

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111

Mailing Address

Phone number

(720) 328-2877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/19/2025)

Regulatory assets under management

Total Number of Accounts	1,800
AUM (Assets Under Management)	$ 614,050,256

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jamie E. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Eleanor Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEIRLOOM WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

HEIRLOOM WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2022

Series 7TO

Date: 5/11/2022

SIE

Date: 10/23/2021

Current Firm

HEIRLOOM WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HEIRLOOM WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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