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Jean M Walshe

J.p. Morgan Institutional Investments Inc.

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About Jean M Walshe

Jean M Walshe is a financial advisor who has been working in the financial services industry since 1988. Jean is currently employed at J.p. Morgan Institutional Investments Inc. and is registered with FINRA and the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jean holds the Series 63, 24, SIE and Series 7 licenses.

Firm Information

Jean Walshe 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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Jean Walshe’s Registration & Firm History

NY

06/15/2001 - Present

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

NY

05/01/2001 - 06/15/2001

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

NY

06/27/2000 - 05/01/2001

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

NY

07/01/1996 - 05/11/1999

WARBURG DILLON READ LLC (NEW YORK NY)

NY

07/23/1993 - 05/31/1996

PARIBAS CORPORATION (NEW YORK NY)

NY

03/24/1987 - 06/11/1993

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jean M Walshe.
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