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RM

Robert J. Michetti

J.P. MORGAN INSTITUTIONAL INVESTMENTS
New York, NY 10017
Some features on this profile are disabled
CRD#: 5798106
RM

Professional summary


Robert Joseph Michetti, who also goes by Bob Joseph Michetti, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2010. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Joseph Michetti

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 Robert Joseph Michetti'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

December 17, 2025 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

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

August 17, 2022 - July 22, 2025

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

August 16, 2022 - July 22, 2025

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

April 20, 2020 - February 17, 2022

NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST

RIA
CRD#: 105390
PHILADELPHIA, PA
Past

February 14, 2013 - April 20, 2020

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

RIA
CRD#: 152237
PHILADELPHIA, PA
Past

February 14, 2013 - February 17, 2022

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

August 25, 2011 - February 1, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

June 27, 2011 - February 1, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ
Past

August 11, 2010 - June 9, 2011

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
PHILADELPHIA, PA

State Registrations and Notice Filings


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

RR
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

RR
District of Columbia
(12/17/2025)
RR
Maryland
(12/17/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/23/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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


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.

Company Information


J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920New York, NY 10017

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