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John Norman Oliver

Chapin, Davis

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About John Norman Oliver

John Norman Oliver is a financial professional with over 30 years of experience in the industry. John has been with Chapin, Davis since 2001 and has also worked at PEREMEL & CO., INC. and QUICK & REILLY, INC. John is registered to offer investment advice and securities in several states including Maryland, California, New York, Pennsylvania, and Virginia. John's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

John Oliver is currently registered with Chapin, Davis. Chapin, Davis is a corporation headquartered in BALTIMORE, MD, United States, formed on 1990-12-12. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have a total of 684 client accounts, with $417,434,640 in regulatory assets under management. Their client base consists primarily of individuals, with a smaller number of corporations or other businesses.
Chapin, Davis

1411 CLARKVIEW ROAD

BALTIMORE, MD 21209

$417.43M

Assets Under Management

Not reported

Total Clients

31

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Concessions paid by issuers of securities sold to clients

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John Oliver’s Registration & Firm History

MD

10/29/2001 - Present

Chapin, Davis (BALTIMORE MD)

MD

01/13/1993 - 09/18/2001

PEREMEL & CO., INC. (BALTIMORE MD)

NY

06/28/1991 - 04/20/1992

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/31/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Norman Oliver.
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