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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Olson is a financial advisor with Western Wealth Management LLC. He is based in Golden, Colorado and has been working in the financial industry since 1984. James Olson has a wide range of experience and holds several licenses and certifications, including the Series 7, Series 63, Series 31, and Series 65 exams. He is also a Certified Financial Planner. James Olson specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. He has experience working with high net worth individuals, corporations, and charitable organizations. James Olson is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
05/03/2021 - Present
Western Wealth Management LLC (GOLDEN CO)
CO
07/30/2010 - 05/18/2021
MORGAN STANLEY (BOULDER CO)
CO
01/06/1992 - 08/02/2010
UBS FINANCIAL SERVICES INC. (DENVER CO)
NY
01/01/1984 - 01/09/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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