Joshua A. Myerberg

J.P. MORGAN INSTITUTIONAL INVESTMENTS

San Francisco, CA 94105

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CRD#: 4850650

Professional summary

Joshua Alan Myerberg, who also goes by Joshua Myerberg, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in San Francisco, California.

Joshua is registered as a RR (Registered Representative) and started their career in finance in 2004. Joshua has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joshua Myerberg

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 Joshua Alan Myerberg'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

November 29, 2024 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 560 Mission Street, San Francisco, CA 94105

CRD#: 102920

San Francisco, CA

Past

August 7, 2006 - August 20, 2024

MORGAN STANLEY & CO. LLC

CRD#: 8209

San Francisco, CA

Past

December 16, 2004 - July 21, 2006

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

SAN FRANCISCO, CA

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

California
(11/29/2024)

North Carolina
(11/29/2024)

Texas
(11/29/2024)

Exams

State Security Law Exam

Series 63

Date: 12/22/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/15/2015

General Securities Principal 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

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

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Firm Stability Insights

Joshua A. Myerberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joshua Alan Myerberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY & CO. LLC

BANC OF AMERICA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/2004

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/15/2004

Series 24

Date: 7/15/2015

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.

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