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Andrew John Loftus

J.p. Morgan Institutional Investments Inc.

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About Andrew John Loftus

Andrew Loftus is a financial advisor with over 20 years of experience in the financial services industry. He holds a variety of licenses and registrations including Series 6, 7, 63, and 65. Andrew has been a registered representative with J.P. Morgan Institutional Investments Inc. since July 2016. Prior to joining J.P. Morgan, he has held positions at BlackRock Investments, LLC, State Street Research Investment Services, Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Andrew has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice and guidance.

Firm Information

Andrew Loftus 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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Andrew Loftus’s Registration & Firm History

NY

07/08/2016 - Present

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

CA

10/16/2006 - 06/09/2016

BLACKROCK INVESTMENTS, LLC (LOS ANGELES CA)

MA

08/06/2004 - 10/18/2006

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

WI

09/15/2000 - 07/02/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

09/15/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 07/15/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2005

Series 7 - General Securities Representative Examination

BC

Issued 09/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew John Loftus.
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