TrueAdvisor
TrueAdvisor
DO
DO

Derek Jeremy Olson

Russell Investments
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Russell Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only

Location

100 E. Wisconsin Avenue, Suite 1550, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Russell Investments
December 2015 - Present · 10 yrs 2 mos
Russell Investments Financial Services, LLC
August 2015 - Present · 10 yrs 6 mos
Russell Investments Financial Services, LLCBroker
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2014 - August 2015 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.