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IS

Isaiah A. Stieger

J.P. MORGAN INSTITUTIONAL INVESTMENTS
Chicago, IL 60603
Some features on this profile are disabled
CRD#: 7412061
IS

Professional summary

Isaiah Andrew Stieger, who also goes by Isaiah Stieger, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in Chicago, Illinois.

Isaiah is registered as a RR (Registered Representative) and started their career in finance in 2021. Isaiah has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Isaiah Stieger

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.
*554339 - Tokyo Joe; Investment related: No; Madison, Wisconsin; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 16; Labor/Service

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Isaiah Andrew Stieger'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

July 7, 2024 - Present

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

Office #1: 10 South Dearborn, Chicago, IL 60603
BD
CRD#: 102920
Chicago, IL
Past

March 21, 2022 - June 4, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Middleton, WI
Past

March 21, 2022 - June 4, 2024

MORGAN STANLEY

BD
CRD#: 149777
Middleton, WI
Past

November 19, 2021 - March 28, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
BALDWIN, WI
Past

October 15, 2021 - March 28, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
BALDWIN, WI

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
(7/7/2024)
RR
Arkansas
(7/7/2024)
RR
California
(7/7/2024)
RR
Colorado
(7/7/2024)
RR
Hawaii
(7/7/2024)
RR
Idaho
(7/7/2024)
RR
Illinois
(7/7/2024)
RR
Indiana
(7/7/2024)
RR
Iowa
(7/7/2024)
RR
Kansas
(7/7/2024)
RR
Michigan
(7/7/2024)
RR
Minnesota
(7/7/2024)
RR
Missouri
(7/7/2024)
RR
Montana
(7/7/2024)
RR
Nebraska
(7/7/2024)
RR
Nevada
(7/7/2024)
RR
New Mexico
(7/7/2024)
RR
North Carolina
(7/7/2024)
RR
North Dakota
(7/7/2024)
RR
Ohio
(7/8/2024)
RR
Oregon
(7/7/2024)
RR
South Dakota
(7/7/2024)
RR
Texas
(7/7/2024)
RR
Utah
(7/7/2024)
RR
Washington
(7/7/2024)
RR
Wisconsin
(7/7/2024)
RR
Wyoming
(7/7/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/15/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/4/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/4/2022
General Securities Principal 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#: 102920Chicago, IL 60603

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