Ted W. Morrow

J.P. MORGAN INSTITUTIONAL INVESTMENTS

New York, NY 10172

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CRD#: 2275644

Professional summary

Ted William Morrow, CIMA® is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.

Ted is registered as a RR (Registered Representative) and started their career in finance in 1993. Ted has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ted William Morrow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 3, 2011 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 277 Park Ave, New York, NY 10172

CRD#: 102920

New York, NY

Past

April 3, 2009 - November 10, 2009

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA

CRD#: 107038

NEW YORK, NY

Past

January 22, 2009 - January 3, 2011

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Past

August 13, 2007 - November 19, 2008

AMG DISTRIBUTORS, INC.

CRD#: 27314

STAMFORD, CT

Past

October 31, 2001 - July 25, 2007

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

PLANO, TX

Past

January 12, 1995 - August 23, 2001

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

June 14, 1993 - January 12, 1995

AMERICAN CAPITAL MARKETING, INC.

CRD#: 6699

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Louisiana
(11/30/2015)

Texas
(1/3/2011)

Exams

State Security Law Exam

Series 63

Date: 6/1/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/11/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

J. P. MORGAN ADVISORS, INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | J.P. MORGAN INSTITUTIONAL INVESTMENTS | J.P. MORGAN

CRD#: 102920 / SEC#: 801-64031, 8-52182

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

383 Madison Avenue, New York, NY 10179

Mailing Address

480 Washington Blvd, Floor 11 Ny1-f019, Jersey City, NJ 07310-1616

Phone number

(201) 595-1958

Established

Delaware since 05/26/1999

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

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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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ted W. Morrow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ted William Morrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN INVESTMENT MANAGEMENT INC.

JPMORGAN DISTRIBUTION SERVICES, INC.

AMG DISTRIBUTORS, INC.

GUGGENHEIM DISTRIBUTORS, LLC

INVESCO CAPITAL MARKETS, INC.

AMERICAN CAPITAL MARKETING, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/1/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/4/1995

Series 6

Date: 6/11/1993

FINRA

Current Firm

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Red Flags

Company Information

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

TRUST BUT VERIFY

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