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Christopher Ward Olson

J.p. Morgan Institutional Investments Inc.

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About Christopher Ward Olson

Christopher Olson is a financial advisor with J.p. Morgan Institutional Investments Inc. Christopher has been in the financial services industry since June 5, 1992, and is currently licensed in 53 states. Christopher is registered with FINRA and has been active in the financial industry for over 30 years. Christopher has held several positions at other firms throughout his career.

Firm Information

Christopher Olson is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Christopher Olson’s Registration & Firm History

IL

01/03/2011 - Present

J.p. Morgan Institutional Investments Inc. (CHICAGO IL)

OH

12/20/2005 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

CO

10/28/2004 - 12/19/2005

JANUS DISTRIBUTORS LLC (DENVER CO)

MA

05/19/2000 - 10/18/2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

TN

04/20/1999 - 05/10/2000

ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)

MN

07/25/1997 - 04/08/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

NJ

03/30/1995 - 07/14/1997

ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)

NY

08/14/1990 - 04/23/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

07/19/1988 - 10/07/1988

HAYNE, MILLER & SWEARINGEN, INC.

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Licenses & Designations

IA

Issued 09/21/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Ward Olson.
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