James OlmsteadCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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