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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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AW

Anna E. Weyandt

J.P. MORGAN INSTITUTIONAL INVESTMENTS
Columbus, OH 43240
Some features on this profile are disabled
CRD#: 7127002
AW

Professional summary

Anna Elizabeth Weyandt, who also goes by Anna Elizabeth Bratcher, Anna Bratcher, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Columbus, Ohio.

Anna is registered as a RR (Registered Representative) and started their career in finance in 2019. Anna has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6TO exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anna Elizabeth Bratcher | Anna Bratcher

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 Anna Elizabeth Weyandt'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

September 14, 2022 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 1111 Polaris Parkway, Columbus, OH 43240
BD
CRD#: 102920
Columbus, OH
Past

July 12, 2021 - September 2, 2022

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH
Past

January 5, 2021 - July 14, 2021

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
COLUMBUS, OH
Past

July 2, 2019 - December 31, 2020

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH

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
Arizona
(9/14/2022)
RR
Arkansas
(1/2/2025)
RR
Colorado
(9/14/2022)
RR
Florida
(1/2/2025)
RR
Georgia
(1/2/2025)
RR
Kentucky
(1/2/2025)
RR
Louisiana
(1/2/2025)
RR
Mississippi
(1/2/2025)
RR
New Mexico
(9/14/2022)
RR
North Carolina
(9/14/2022)
RR
Ohio
(9/14/2022)
RR
Oklahoma
(1/2/2025)
RR
Tennessee
(1/2/2025)
RR
Texas
(9/14/2022)
RR
Utah
(1/12/2024)
RR
Wyoming
(1/12/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/23/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/16/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/2/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/13/2019
Investment Company Products/Variable Contracts Representative Examination
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
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)

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#: 102920Columbus, OH 43240

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