Irene Olson
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- J.P. Morgan Securities LLCNov 2024 to now
- JPMorgan Chase Bank, N.A.Nov 2024 to now
- CIBC Bancorp USANov 2023 to Nov 2024
- UnemployedAug 2023 to Oct 2023
- Morgan StanleyJun 2019 to Jul 2023
- Morgan Stanley Private BankJun 2019 to Jul 2023
- City National BankOct 2018 to May 2019
- RBC Capital Markets, LLCOct 2018 to May 2019
- RBC Wealth Management/rbcOct 2018 to May 2019
- UnemployedSep 2018 to Sep 2018
- UBS Bank Usa/uba WmFeb 2017 to Aug 2018
- UBS Financial Services Inc.Feb 2017 to Jul 2018
- Bank of America, N.A.Apr 2013 to Feb 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn 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
- 5108877
- Firm CRD
- 79