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Amita Sheth

J.p. Morgan Institutional Investments Inc.

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About Amita Sheth

Amita Sheth is a financial advisor with J.P. Morgan Institutional Investments Inc. Amita has been in the industry since 2002 and holds a Series 3, Series 7, and Series 66 license. Amita has worked for several firms including PIMCO Investments LLC, Allianz Global Investors Distributors LLC, MetLife Investors Distribution Company, and UBS Financial Services Inc. Amita is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Firm Information

Amita Sheth 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.

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Amita Sheth’s Registration & Firm History

IL

02/10/2022 - Present

J.p. Morgan Institutional Investments Inc. (CHICAGO IL)

CA

02/14/2011 - 01/13/2022

PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)

CA

04/15/2008 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)

CA

12/11/2004 - 04/04/2008

METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)

CA

07/13/2004 - 12/11/2004

METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)

NJ

09/20/2002 - 06/15/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 10/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2008

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amita Sheth.
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