MO
MO
Michael Olario
17 Years of Experience
Houston, TX
2 DisclosuresBroker
Michael Olario is a registered investment advisor at J.P. Morgan Securities LLC, based in Houston, TX, with 17 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14163 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4165 Fm 1960 W., Houston, TX, 77068
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
August 2026Financial
November 2025Pending
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
October 2023 - Present · 3 yrs
J.P. Morgan Securities LLC
October 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - October 2023 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - October 2023 · 6 yrs 10 mos
J.P. Morgan Securities LLCBroker
August 2014 - December 2016 · 2 yrs 4 mos
Bbva Securities INC.Broker
May 2013 - July 2014 · 1 yr 2 mos
Bbva Compass Investment Solutions, INCBroker
March 2010 - May 2013 · 3 yrs 2 mos
Guaranty Brokerage Services, INC.Broker
April 2009 - December 2009 · 8 mos
Waddell & Reed, INC.
October 2008 - January 2009 · 3 mos
Waddell & Reed, INC.Broker
October 2008 - January 2009 · 3 mos
Ameriprise Financial Services, INC.
June 2008 - August 2008 · 2 mos
Ameriprise Financial Services, INC.Broker
April 2008 - August 2008 · 4 mos
State Registrations7 states
CACOMDNCNYTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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