Gregory E. Perelman
Professional summary
Gregory E Perelman, who also goes by Gregory E Perelman, Gregory Evan Perelman, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.
Gregory is registered as a RR (Registered Representative) and started their career in finance in 2001. Gregory has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gregory E Perelman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2011 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 270 Park Ave, New York, NY 10017June 2, 2006 - November 10, 2009
J.P. MORGAN INVESTMENT MANAGEMENT INC.
May 31, 2006 - January 3, 2011
JPMORGAN DISTRIBUTION SERVICES, INC.
March 29, 2005 - June 8, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 23, 2003 - April 6, 2005
DEUTSCHE BANK SECURITIES INC.
August 29, 2002 - April 25, 2003
OPPENHEIMER & CO. INC.
October 22, 2001 - August 27, 2002
SANDS BROTHERS & CO., LTD.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/26/2016)
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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