Joe Olheiser

Joe Olheiser has over 18 years of experience in the financial industry. Joe began their career in 2001 as Managing Director at Empire Futures Group, where they were responsible for training and supervising employees, monitoring firms regulatory responsibilities and compliance, as well as online marketing, website traffic growth, and website development. In 2010, they moved to MetLife as an Investment Advisor Representative. Three years later, they joined J.P. Morgan Chase Bank N.A. as a Vice President-Private Client Advisor. From 2016 to 2019, they were a Vice President, Financial Advisor at Morgan Stanley, where they were also NMLS# 1504804. During the same period, they were also a Vice President, Financial Advisor at Cabot Lodge Securities.

Joe Olheiser attended San Francisco State University, Lam Family College of Business from 1996 to 1999, studying Accounting and Finance.