Heather L. Piotrowski

J.P. MORGAN INSTITUTIONAL INVESTMENTS

Columbus, OH 43240

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CRD#: 6157301

Professional summary

Heather L. Piotrowski, who also goes by Heather Lee Hussong, Heather Lee Piotrowsi, Heather Lee Piotrowski, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.

Heather is registered as a RR (Registered Representative) and started their career in finance in 2013. Heather has worked at 5 firms and has passed the Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Heather Lee Hussong | Heather Lee Piotrowsi | Heather Lee Piotrowski

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 Heather L. Piotrowski'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

June 16, 2022 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 1111 Polaris Parkway, Columbus, OH 43240

CRD#: 102920

Columbus, OH

Past

August 8, 2018 - June 13, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

October 18, 2016 - June 5, 2018

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Past

June 24, 2014 - October 17, 2016

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

COLUMBUS, OH

Past

April 29, 2013 - May 23, 2014

MANNING & NAPIER INVESTOR SERVICES, INC.

CRD#: 26266

DUBLIN, OH

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

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/26/2013

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/21/2017

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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Firm Stability Insights

Heather L. Piotrowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Heather L. Piotrowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

JPMORGAN DISTRIBUTION SERVICES, INC.

THE HUNTINGTON INVESTMENT COMPANY

MANNING & NAPIER INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2016

Series 6

Date: 4/26/2013

Series 24

Date: 2/21/2017

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.

TRUST BUT VERIFY

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