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Gerardo Salinas

J.p. Morgan Institutional Investments Inc.

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About Gerardo Salinas

Gerardo Salinas is a financial advisor registered with J.p. Morgan Institutional Investments Inc. and has been in the industry since February 10, 2002. Gerardo has experience in the investment and financial services industry, with a focus on investment company products/variable contracts. Gerardo is licensed in multiple states and has the Series 6, Series 63, and SIE licenses.

Firm Information

Gerardo Salinas 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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Gerardo Salinas’s Registration & Firm History

OH

08/29/2024 - Present

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

OH

07/06/2016 - 08/08/2024

STANCORP EQUITIES, INC. (CINCINNATI OH)

KY

01/01/2008 - 08/20/2015

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

03/08/2001 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

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Licenses & Designations

IA

Issued 08/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerardo Salinas.
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