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JW

Jay Washington

J.P. MORGAN INSTITUTIONAL INVESTMENTS
New York, NY 10017
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CRD#: 4136286
JW
Jay WashingtonJ.P. MORGAN INSTITUTIONAL INVESTMENTS

Professional summary


Jay Washington, who also goes by Ja'mar A. Washington, Jamar A Washington, Jamar Washington, Ja'mar Washington, Jamar Amahn Washington, Jamar Amahn Washington, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.

Jay is registered as a RR (Registered Representative) and started their career in finance in 2000. Jay has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Aliases


Ja'mar A. Washington | Jamar A Washington | Jamar Washington | Ja'mar Washington | Jamar Amahn Washington | Jamar Amahn Washington

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 Jay Washington'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

April 9, 2026 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 270 Park Ave, New York, NY 10017
BD
CRD#: 102920
New York, NY
Past

February 29, 2024 - March 21, 2025

LEAFHOUSE FINANCIAL ADVISORS, LLC

RIA
CRD#: 149694
AUSTIN, TX
Past

December 22, 2023 - January 31, 2024

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
Wilmington, DE
Past

October 7, 2020 - January 31, 2024

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

July 19, 2016 - February 26, 2019

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
INDIANAPOLIS, IN
Past

July 19, 2016 - February 26, 2019

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

July 12, 2002 - October 13, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
WASHINGTON, DC
Past

November 30, 2001 - April 24, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 30, 2001 - April 24, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

April 7, 2000 - October 3, 2001

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/22/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 4/9/2026
Investment Company Products/Variable Contracts Representative Examination
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
270 Park Avenue, New York, NY 10017
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


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


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

Company Information


J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920New York, NY 10017

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