Kerry C. Nevins
Professional summary
Kerry Christopher Nevins is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.
Kerry is registered as a RR (Registered Representative) and started their career in finance in 1994. Kerry has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kerry Christopher Nevins's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2014 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 277 Park Ave, New York, NY 10172December 19, 2005 - September 5, 2014
CLEARBRIDGE INVESTMENTS, LLC
December 1, 2005 - September 5, 2014
FRANKLIN DISTRIBUTORS, LLC
November 2, 2005 - December 16, 2005
CITIGROUP GLOBAL MARKETS INC.
April 21, 2003 - December 1, 2005
CITIGROUP GLOBAL MARKETS INC.
May 3, 2002 - April 4, 2003
CALAMOS FINANCIAL SERVICES LLC
April 19, 2000 - April 23, 2002
FAM DISTRIBUTORS, INC.
October 22, 1999 - March 16, 2000
METROPOLITAN LIFE INSURANCE COMPANY
October 22, 1999 - March 16, 2000
MSI FINANCIAL SERVICES, INC.
September 3, 1998 - June 30, 1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
January 3, 1997 - August 19, 1998
ONE ORCHARD EQUITIES, INC.
January 6, 1994 - January 3, 1997
THE GREAT-WEST LIFE ASSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/4/2014)
(9/4/2014)
(9/4/2014)
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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