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FIRM PROFILE
Overview
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. is located at 383 Madison Avenue, New York, NY 10179 and was first established at New York, Delaware in 05/26/1999. After operating for 26 years, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.’s clients are individuals and 0% of their clients are high net worth individuals. J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Comes From
Understanding the Statistics for J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
383 Madison Avenue, New York, NY 10179
480 Washington Blvd, Floor 11 Ny1-f019, Jersey City, NJ 07310-1616
Large
(201) 595-1958
Delaware since 05/26/1999
Corporation
December
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | 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 |
Related companies
- J.P. MORGAN SECURITIES LLC79
- J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.20989
- J.P. MORGAN INVESTMENT MANAGEMENT INC.107038
- J.P. MORGAN PRIVATE INVESTMENTS INC.110186
- JPMORGAN ASSET MANAGEMENT (UK) LIMITED135960
- JPMORGAN FUNDS LIMITED172045
- JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED300114
- JPMORGAN ASSET MANAGEMENT (EUROPE) S.A.R.L.304190
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Advisor's working at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Rachael T Mayrose
Daniel P. Freise
Nikhil Khosla
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