Unclaimed
John Michael Olin is a registered investment advisor representative with Vanguard Advisers, Inc. John has been in the securities industry since March 2012. John holds the Series 6, 7, 63 and 65 licenses. John is registered with the state of Arizona. John has previously worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. John's current specializations include portfolio management for individuals, businesses, and pooled investment vehicles. John is a licensed real estate landlord in Arizona and Texas.
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.
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.
1
2
AZ
08/29/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
10/01/2012 - 03/26/2014
J.P. MORGAN SECURITIES LLC (CHANDLER AZ)
AZ
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IA
Issued 08/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Olin is the right advisor for you? Invested Better is here to help.