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Janelle Howell

J.p. Morgan Institutional Investments Inc.

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About Janelle Howell

Janelle Howell is a financial advisor with over 27 years of experience in the industry. She currently works for J.p. Morgan Institutional Investments Inc., a firm based in New York, NY. Janelle has a broad range of experience, having worked for several financial institutions, including Russell Investments Financial Services, LLC, John Hancock Funds, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lincoln Financial Distributors, Inc. She holds the Series 6, 7, 63, and 65 licenses and has passed the Securities Industry Essentials Examination.

Firm Information

Janelle Howell 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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Janelle Howell’s Registration & Firm History

NY

05/10/2021 - Present

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

WA

12/19/2018 - 04/21/2021

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)

MA

05/08/2012 - 01/07/2019

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

NY

10/23/2009 - 04/05/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

WA

12/15/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)

WA

12/11/2007 - 12/31/2008

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (SEATTLE WA)

NY

06/10/2006 - 12/03/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

PA

03/14/2005 - 05/08/2006

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

TX

05/24/1996 - 06/02/2004

A I M DISTRIBUTORS, INC. (HOUSTON TX)

NY

05/16/1994 - 02/14/1996

SMITH BARNEY INC. (NEW YORK NY)

MO

04/28/1993 - 09/15/1993

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NA

09/28/1992 - 03/31/1993

AMERICAN CAPITAL MARKETING, INC.

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Licenses & Designations

IA

Issued 01/30/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/26/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janelle Howell.
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