Loren T. Strife
Professional summary
Loren T Strife is a registered financial professional currently at JPMORGAN DISTRIBUTION SERVICES, INC. located in Columbus, Ohio and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.
Loren is registered as a RR (Registered Representative) and started their career in finance in 2007. Loren has worked at 2 firms and has passed the SIE, Series 99TO and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Loren T Strife's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 11, 2007 - Present
JPMORGAN DISTRIBUTION SERVICES, INC.
Office #1: 1111 Polaris Pkwy, Columbus, OH 43240April 19, 2018 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 1111 Polaris Parkway, Columbus, OH 43240State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
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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