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CH

Christine S. Howley

J.P. MORGAN INSTITUTIONAL INVESTMENTS
SOUTHLAKE, TX
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CRD#: 2964314
CH

Professional summary


Christine Susan Howley, who also goes by Christine Susan Howley, Christine Susan Ruettiger, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Southlake, Texas.

Christine is registered as a RR (Registered Representative) and started their career in finance in 1999. Christine has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christine Susan Howley | Christine Susan Ruettiger

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 Christine Susan Howley'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®
None

Experience


Current

June 28, 2023 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
SOUTHLAKE, TX
Past

May 6, 2019 - June 14, 2023

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Evergreen Park, IL
Past

August 10, 2018 - June 14, 2023

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

June 2, 2017 - July 5, 2018

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Villa Park, IL
Past

June 2, 2017 - July 5, 2018

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
VILLA PARK, IL
Past

March 31, 2015 - December 31, 2016

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
EVERGREEN PARK, IL
Past

August 15, 2012 - December 31, 2016

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

February 1, 2002 - December 9, 2004

JPMORGAN FLEMING ASSET MANAGEMENT

RIA
CRD#: 107247
CHICAGO, IL
Past

January 11, 1999 - February 24, 1999

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL

State Registrations and Notice Filings


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

RR
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

RR
Illinois
(6/28/2023)
RR
Indiana
(6/28/2023)
RR
Minnesota
(6/28/2023)
RR
Missouri
(4/7/2025)
RR
New Mexico
(4/7/2025)
RR
North Carolina
(6/28/2023)
RR
Texas
(6/28/2023)
RR
Wisconsin
(6/28/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/31/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JM
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

BD
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.STOCKHOLDER
DONOHUE, JOHN THOMASDIRECTOR2372302
HOFFMANN, JAMES ARTHURCHIEF ADMINISTRATIVE OFFICER1949574
KLOZA, KEVINCHIEF COMPLIANCE OFFICER2188958
LEKSTUTIS, CARMINECHIEF LEGAL OFFICER6990745
LISHER, ANDREAPRESIDENT AND DIRECTOR4493750
MACHULSKI, MICHAEL RICHARDDIRECTOR4726972
SANZONE, JOSEPH FRANKDIRECTOR6581797
STRIFE, LOREN TPRINCIPAL FINANCIAL AND OPERATIONS OFFICER5393453

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920Southlake, TX

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