John Michael Olson
Investment adviser representative at Pitcairn
15 yearsExperience
1 stateRegistered in
CFADesignation
$5.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- PitcairnAug 2025 to now
- Pitcairn Weath AdvisorsJul 2025 to now
- Union Square Global Wealth ManagementMay 2020 to Jun 2025
- Wetherby Asset ManagementOct 2011 to May 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pitcairn
Legal name: Pitcairn Wealth Advisors LLC
$5.9BAssets managed
330Clients
40Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4752950
- Firm CRD
- 333260