Peter OlivoCRD Number: 6289623
Current Firm: J.p. Morgan Securities LLC
Peter Olivo (CRD# 6289623) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 6 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Jpmorgan Securities, LLC||San Antonio, TX||Aug 2015 - Current||6|
|Citigroup||San Antonio, TX||Mar 2015 - Aug 2015||< 1|
|Citibank||San Antonio, TX||Sep 2012 - Mar 2015||2|
|Hibbett Sports||Beeville, TX||May 2012 - Sep 2012||< 1|
|Texas A&m University - Corpus Christi||Corpus Christi, TX||Oct 2010 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2015|
|S66||NASAA Uniform Combined State Law Examination||Aug 2017|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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