Patrick D. Leblanc

J.P. MORGAN INSTITUTIONAL INVESTMENTS

New York, NY 10172

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CRD#: 3134486

Professional summary

Patrick Daniel Leblanc, who also goes by Jeanpatrick D Leblanc, Jeanpatrick Daniel Leblanc, Patrick Leblanc, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.

Patrick is registered as a RR (Registered Representative) and started their career in finance in 2004. Patrick has worked at 10 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeanpatrick D Leblanc | Jeanpatrick Daniel Leblanc | Patrick Leblanc

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 Patrick Daniel Leblanc'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 22, 2023 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

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

CRD#: 102920

New York, NY

Past

April 12, 2017 - June 22, 2023

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

April 12, 2017 - June 22, 2023

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

January 4, 2010 - April 3, 2017

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

SAN FRANCISCO, CA

Past

January 4, 2010 - April 3, 2017

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

CHARLOTTE, NC

Past

December 9, 2009 - January 4, 2010

EVERGREEN INVESTMENT MANAGEMENT CO

RIA

CRD#: 104594

BOSTON, MA

Past

November 16, 2006 - January 4, 2010

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

April 7, 2005 - November 20, 2006

BOFA ADVISORS, LLC

RIA

CRD#: 107900

CHARLOTTE, NC

Past

October 7, 2004 - April 7, 2005

COLUMBIA MANAGEMENT ADVISORS, INC.

RIA

CRD#: 105842

BOSTON, MA

Past

September 8, 2004 - November 20, 2006

BOFA DISTRIBUTORS, INC.

CRD#: 30683

CHARLOTTE, NC

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

Alabama
(1/3/2024)

Alaska
(1/3/2024)

Arizona
(1/3/2024)

Arkansas
(1/3/2024)

California
(1/3/2024)

Colorado
(1/3/2024)

Connecticut
(1/3/2024)

Delaware
(1/3/2024)

District of Columbia
(1/3/2024)

Florida
(1/3/2024)

Georgia
(1/3/2024)

Hawaii
(1/3/2024)

Idaho
(1/3/2024)

Illinois
(1/3/2024)

Indiana
(1/3/2024)

Iowa
(1/3/2024)

Kansas
(1/3/2024)

Kentucky
(1/3/2024)

Louisiana
(1/3/2024)

Maine
(1/3/2024)

Maryland
(1/3/2024)

Massachusetts
(1/3/2024)

Michigan
(1/3/2024)

Minnesota
(1/3/2024)

Mississippi
(1/3/2024)

Missouri
(1/3/2024)

Montana
(1/3/2024)

Nebraska
(1/3/2024)

Nevada
(1/3/2024)

New Hampshire
(1/3/2024)

New Jersey
(1/3/2024)

New Mexico
(1/3/2024)

New York
(1/3/2024)

North Carolina
(6/22/2023)

North Dakota
(1/3/2024)

Ohio
(6/22/2023)

Oklahoma
(1/3/2024)

Oregon
(1/3/2024)

Pennsylvania
(1/3/2024)

Puerto Rico
(1/3/2024)

Rhode Island
(1/3/2024)

South Carolina
(1/3/2024)

South Dakota
(1/3/2024)

Tennessee
(1/3/2024)

Texas
(6/22/2023)

Utah
(1/3/2024)

Vermont
(1/3/2024)

Virgin Islands
(1/3/2024)

Virginia
(1/3/2024)

Washington
(1/3/2024)

West Virginia
(1/3/2024)

Wisconsin
(1/3/2024)

Wyoming
(1/3/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/5/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2004

General Securities 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

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.

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Patrick D. Leblanc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Patrick Daniel Leblanc's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

EVERGREEN INVESTMENT MANAGEMENT CO

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BOFA ADVISORS, LLC

COLUMBIA MANAGEMENT ADVISORS, INC.

BOFA DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2009

Series 66

Date: 10/5/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/7/2004

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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