Jamie Eleanor Olson
Investment Adviser Representative at Heirloom Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jamie Eleanor Olson is an investment adviser representative with Heirloom Wealth Management LLC in Greenwood Village, CO, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- True Wealth AdvisorsJul 2021 – Jan 2023Denver, CO
- Reese and Co Portraits formerly Little Nest PortraitsDec 2016 – Jul 2021Denver, CO
- Ben Franklin AcademyAug 2016 – Dec 2016Highlands Ranch, CO
- LPL Financial, LLCMar 2021 – Jan 2023Greenwood Village, CO
- GPS Wealth Strategies Group, LLCJul 2021 – Jan 2023Greenwood Village, CO
- Heirloom Wealth Management LLCFeb 2023 – no end date reportedGreenwood Village, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Heirloom Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth management, retirement income planning, portfolio and risk analysis, estate and legacy planning, insurance and risk management, debt management, charitable planning, business succession planning, college planning, net worth statements, integrated tax planning, and client education.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Greenwood Village, CO
- SEC file number:
- 801-112707
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamie Eleanor Olson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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