Eric OlsonEric Olson, CFP®
Vice President, Life Insurance Specialist

About Eric

Eric Olson is a Vice President and Life Insurance Specialist at J.P. Morgan Wealth Management.

As a member of the Insurance Team, Eric partners with individuals and Advisors to design and implement coordinated insurance strategies. His clientele spans a range of industries and markets. Eric has experience coordinating with clients and professional teams of Advisors.

Before joining J.P. Morgan in 2024, Eric spent a decade in the wealth management industry, most recently as a Financial Advisor at Fidelity Investments. There, he provided financial planning and advice for more than 300 families and institutions, crafting strategies across the investment management and insurance landscape.

Eric holds a B.S. in Finance from Providence College. He holds the FINRA Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER® professional.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

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What’s on the horizon for the new House reconciliation bill?

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