Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Olivo is a financial advisor with over 25 years of experience in the industry. Currently registered with J.P. Morgan Securities LLC, Jason has previously worked with a number of other firms including Chase Investment Services Corp., Prudential Securities Incorporated, Kaufman Bros., L.P., and D. H. Blair & Co., Inc. Jason is licensed in multiple states and holds the Series 7, Series 63, and Series 65 licenses as well as the SIE designation. Jason provides financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, businesses, and institutions. Jason is also a licensed real estate owner/partner.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/19/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/12/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/25/2001 - 05/23/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/18/1997 - 02/12/2001
KAUFMAN BROS., L.P. (NEW YORK NY)
NY
03/20/1997 - 10/01/1997
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Olivo is the right advisor for you? Invested Better is here to help.
