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Dale A Erdei

J.p. Morgan Institutional Investments Inc.

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About Dale A Erdei

Dale Erdei is a financial professional with over 23 years of experience in the industry. Dale is currently registered with J.p. Morgan Institutional Investments Inc. in Columbus, OH. Dale has held previous positions with JPMorgan Distribution Services, INC., ING Funds Distributor, LLC, GWR Investments, INC. and PaineWebber Incorporated. Dale is a licensed securities principal, and has passed the Series 63, Series 65, Series 7, Series 24 and Series 51 exams. Dale is registered with the Financial Industry Regulatory Authority (FINRA) and holds registrations in 53 states.

Firm Information

Dale Erdei 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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Dale Erdei’s Registration & Firm History

OH

01/03/2011 - Present

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

IL

01/13/2005 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (CHICAGO IL)

CT

10/30/2000 - 11/09/2004

ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)

NE

01/03/2000 - 10/27/2000

GWR INVESTMENTS, INC. (OMAHA NE)

NJ

04/05/1999 - 01/18/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 03/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2012

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/07/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dale A Erdei.
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