James Olmstead, financial advisor Mill Valley CA

James Olmstead

CRD Number: 7045453
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

James Olmstead (CRD# 7045453) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. San Francisco, CA Jan 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Nov 2018 - Current 4
Aimco Corte Madera, CA Apr 2016 - Oct 2018 2
Zephyr Real Estate Greenbrae, CA May 2015 - Apr 2016 < 1
Marin Horizon School Mill Valley, CA Apr 2001 - Jun 2015 14
Alain Pinel Realtors Corte Madera, CA Jun 2013 - May 2015 1
Dm Jacobson & Sons San Rafael, CA Aug 2008 - Oct 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for James S. Olmstead
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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