George Fisher
Professional summary
George Fisher is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.
George is registered as a RR (Registered Representative) and started their career in finance in 1987. George has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 3 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view George Fisher's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2025 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 390 Madison Ave, New York, NY 10017-2513April 1, 2022 - August 21, 2025
DELAWARE DISTRIBUTORS, L.P.
November 23, 2018 - April 1, 2022
FORESIDE FUND SERVICES, LLC
February 18, 2016 - December 31, 2016
FIDELITY BROKERAGE SERVICES LLC
November 14, 2014 - December 31, 2016
NATIONAL FINANCIAL SERVICES LLC
October 28, 2010 - October 22, 2014
CHARLES SCHWAB & CO., INC.
February 27, 2008 - October 29, 2008
THOMASLLOYD CAPITAL LLC
January 31, 2000 - June 23, 2000
CAPIS
November 19, 1998 - February 18, 2000
ADOLPH KOMORSKY INVESTMENTS
September 22, 1987 - April 15, 1998
KANKAKU SECURITIES (AMERICA) INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/21/2025)
Exams
FINRA
Current Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920 / SEC#: 801-64031, 8-52182
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
Red Flags
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