William OlsenCRD Number: 5469340
Current Firm: J.p. Morgan Securities LLC
William Olsen (CRD# 5469340) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Burlington, WA and has over 8 years of experience in the finance industry.
Penn Cove Financial, LLC
Financial Plan, Inc.
|Jpmorgan Chase Bank, N.a.||Arlington, WA||Jan 2018 - Current||< 1|
|Jpmorgan Chase Bank, Na||Arlington, WA||May 2016 - Current||1|
|J.p. Morgan Securities LLC||Seattle, WA||Oct 2012 - Current||5|
|Jpmorgan Chase Bank, Na||Arlington, WA||Mar 2013 - Apr 2016||3|
|Jpmorgan Chase Bank, Na||Everett, WA||Jul 2010 - Feb 2013||2|
|Chase Investment Services Corp.||Everett, WA||Jul 2010 - Oct 2012||2|
|Waddell & Reed Inc.||Lynnwood, WA||Jan 2010 - Jul 2010||< 1|
|Various Insurance Carriers For W & R Insurance Agencies||Everett, WA||Jan 2010 - Jul 2010||< 1|
|Unemployed||Everett, WA||Oct 2009 - Jan 2010||< 1|
|Brooks Brothers||Tulalip, WA||May 2009 - Oct 2009||< 1|
|Unemployed||Everett, WA||Aug 2008 - May 2009||< 1|
|Northwestern Mutual||Seattle, WA||Nov 2007 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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