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Jamie Kramer

J.p. Morgan Institutional Investments Inc.

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About Jamie Kramer

Jamie Kramer is a financial advisor at J.p. Morgan Institutional Investments Inc. Jamie has over 20 years of experience in the financial industry. Jamie is registered with FINRA and holds Series 3, 7, 9, 10, 63 and SIE licenses. Jamie is also registered to provide securities-related services in 52 states. Previously, Jamie worked at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc. and J.P. Morgan Securities Inc.

Firm Information

Jamie Kramer 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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Jamie Kramer’s Registration & Firm History

NY

04/29/2014 - Present

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

NY

10/01/2008 - 04/10/2014

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/01/2001 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

08/24/1998 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/09/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2018

Series 3 - National Commodity Futures Examination

BC

Issued 08/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Kramer.
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