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Dawn M Lorenzino-sullivan

J.p. Morgan Institutional Investments Inc.

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About Dawn M Lorenzino-sullivan

Dawn Lorenzino-sullivan is a financial advisor at J.p. Morgan Institutional Investments Inc. in New York, NY. Dawn has been in the financial industry for over 20 years. Dawn has passed the Series 7, SIE and Series 99TO exams and is registered with FINRA. Dawn previously worked at J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.

Firm Information

Dawn Lorenzino-sullivan 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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Dawn Lorenzino-sullivan’s Registration & Firm History

NY

11/21/2003 - Present

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

NY

07/10/2002 - 11/24/2003

J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. (NEW YORK NY)

NJ

04/20/2001 - 08/29/2001

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawn M Lorenzino-sullivan.
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