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Jay Douglas Dotson

J.p. Morgan Institutional Investments Inc.

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About Jay Douglas Dotson

Jay Douglas Dotson is a registered representative with J.P. Morgan Institutional Investments Inc. in Columbus, Ohio. Jay has been working in the financial industry since January 27, 2007. Jay holds a Series 66 license, as well as a Series 7 and SIE license. Jay has experience with AXA Advisors, LLC and JPMorgan Distribution Services, Inc. Prior to joining J.P. Morgan Institutional Investments Inc., Jay was registered with JPMorgan Distribution Services, Inc., in Columbus, Ohio.

Firm Information

Jay Dotson 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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Jay Dotson’s Registration & Firm History

OH

01/03/2011 - Present

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

OH

11/17/2008 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

OH

07/03/2006 - 04/22/2008

AXA ADVISORS, LLC (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 07/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jay Douglas Dotson.
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