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Jared B Gross

J.p. Morgan Institutional Investments Inc.

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About Jared B Gross

Jared Gross has been in the financial industry since 2002. Jared is currently registered with J.p. Morgan Institutional Investments Inc. Jared's prior experience includes roles at PIMCO INVESTMENTS LLC, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC, BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., GOLDMAN, SACHS & CO., CREDIT LYONNAIS SECURITIES (USA), INC., and WESTON CAPITAL MARKETS INC. Jared holds Series 3, 7, 55, 63 and SIE licenses.

Firm Information

Jared Gross 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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Jared Gross’s Registration & Firm History

NY

09/09/2021 - Present

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

NY

02/14/2011 - 07/23/2020

PIMCO INVESTMENTS LLC (NEW YORK NY)

CA

12/26/2008 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)

NY

09/22/2008 - 10/16/2008

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

06/29/2006 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

05/10/2005 - 06/29/2006

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

05/30/1997 - 12/21/1999

CREDIT LYONNAIS SECURITIES (USA), INC. (NEW YORK NY)

NY

11/03/1994 - 04/23/1996

WESTON CAPITAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2006

Series 3 - National Commodity Futures Examination

BC

Issued 05/09/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1999

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared B Gross.
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