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Cody Lamar Jones

J.p. Morgan Institutional Investments Inc.

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About Cody Lamar Jones

Cody Lamar Jones is a financial advisor associated with J.p. Morgan Institutional Investments Inc. Cody Jones has been in the industry since 2020. He is licensed to sell securities in 14 states: Connecticut, Delaware, District of Columbia, Maine, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Texas, Vermont and Virginia. Cody Jones holds the Series 63, Series 7, Series 6 and SIE licenses. Cody Jones's current registration began on 10/09/2020.

Firm Information

Cody Jones 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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Cody Jones’s Registration & Firm History

OH

10/09/2020 - Present

J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)

OH

01/31/2020 - 09/18/2020

NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)

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Licenses & Designations

BC

Issued 11/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cody Lamar Jones. Review regulatory record here.
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