Gerald E. Coyle
Professional summary
Gerald E Coyle, who also goes by Gerald Coyle, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Chicago, Illinois.
Gerald is registered as a RR (Registered Representative) and started their career in finance in 2019. Gerald has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6TO exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gerald E Coyle's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 16, 2022 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 10 South Dearborn, Chicago, IL 60603July 1, 2019 - April 20, 2022
JPMORGAN DISTRIBUTION SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/25/2024)
(5/16/2022)
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(4/25/2024)
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(4/25/2024)
(5/16/2022)
(5/14/2025)
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(5/14/2025)
Exams
Series 7TO
Date: 7/31/2020
General Securities Representative ExaminationSeries 6TO
Date: 6/10/2019
Investment Company Products/Variable Contracts Representative 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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