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Craig Steven Ferrero

J.p. Morgan Institutional Investments Inc.

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About Craig Steven Ferrero

Craig Steven Ferrero is a financial advisor with over 20 years of experience in the industry. Craig is currently registered with J.p. Morgan Institutional Investments Inc. and is licensed to offer investment advice in all 50 states. Craig has a strong background in the securities industry, having previously worked with JPMorgan Distribution Services, Inc. and Evergreen Investment Services, Inc. Craig's expertise in financial planning, investment management, and retirement planning has helped him become a trusted advisor to his clients. He is dedicated to providing personalized advice and building long-term relationships with his clients.

Firm Information

Craig Ferrero 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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Craig Ferrero’s Registration & Firm History

OH

01/03/2011 - Present

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

NY

04/19/2006 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

NC

02/13/2006 - 03/27/2006

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

OH

01/01/2005 - 02/09/2006

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

NY

09/25/2003 - 01/01/2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2016

Series 3 - National Commodity Futures Examination

BC

Issued 09/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Steven Ferrero.
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