Invested Better
Unclaimed

Unclaimed

Unclaimed

Albert J. Angelus

J.p. Morgan Institutional Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Albert? Claim Your Profile

About Albert J. Angelus

Albert J. Angelus is a financial professional with over 27 years of experience in the industry. Albert is currently registered with J.p. Morgan Institutional Investments Inc. and holds licenses in both Illinois and Wisconsin. Albert has a strong background in investment management, having previously worked for companies such as Putnam Retail Management Limited Partnership, AllianceBernstein Investments, Inc., and Nuveen Investments, LLC. Albert's expertise and experience make him a valuable resource for clients seeking guidance on their financial goals.

Firm Information

Albert Angelus is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Albert Angelus’s Registration & Firm History

NY

08/17/2023 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

MA

07/29/2011 - 08/22/2023

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MO

06/21/2006 - 07/25/2011

ALLIANCEBERNSTEIN INVESTMENTS, INC. (TOWN AND COUNTRY MO)

IL

12/20/1995 - 05/24/2006

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

Not sure if Albert J. Angelus is right for you?

Licenses & Designations

IA

Issued 06/18/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Albert J. Angelus.
Not sure if Albert J. Angelus is right for you?