Chase Wietecha
Professional summary
Chase Wietecha, CIMA®, who also goes by Chase M Wietecha, Chase Matthew Wietecha, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Jersey City, New Jersey.
Chase is registered as a RR (Registered Representative) and started their career in finance in 2015. Chase has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Chase Wietecha's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 10, 2018 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 575 Washington Blvd, Jersey City, NJ 07310April 6, 2017 - April 19, 2018
LOCORR DISTRIBUTORS, LLC
January 4, 2016 - April 3, 2017
FIDELITY BROKERAGE SERVICES LLC
October 10, 2015 - December 1, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/9/2023)
(10/9/2023)
(10/9/2023)
(10/9/2023)
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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