LPL Financial
34yrs
Top advisor by experience in Fox Point
26yrs
Michael Olson
Financial advisor at J.P. Morgan Securities
Michael Olson has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Fox Point, Wisconsin. After six years at Chase Investment Services and two years at Eagle Strategies, Michael joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 9 advisors with offices in Fox Point, and one of 9 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 9% by experience at J.P. Morgan Securities
Office8737 North Port Washington Road, Fox Point, WI 53217
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2006 – 2012Chase Investment Services Corp.Previously
- Oct 2004 – Jun 2006Eagle Strategies LLCPreviously
- 2001 – 2004Security First AdvisorsPreviously
Contact Michael
(800) 999-2000Firm headquarters in New York, NY. Ask for Michael. 8737 North Port Washington RoadFox Point, WI 53217Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Michael Olson. Michael works from the Fox Point, WI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. Top 9% by experience at J.P. Morgan Securities.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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