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Connor S White

J.p. Morgan Institutional Investments Inc.

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About Connor S White

Connor White is a financial professional with a focus on investments. Connor is licensed in Securities and has been working in the financial industry since November 2019. Connor has a Series 3, Series 7TO, and Series 63 license and is registered with FINRA and SIPC. Connor is currently employed by J.p. Morgan Institutional Investments Inc. and is licensed to provide investment advice in 49 states, including New York, Connecticut, Massachusetts, Pennsylvania, and New Jersey.

Firm Information

Connor White 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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Connor White’s Registration & Firm History

NY

11/04/2019 - Present

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

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Licenses & Designations

BC

Issued 01/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2022

Series 3 - National Commodity Futures Examination

BC

Issued 11/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor S White.
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