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Jillian Auteri

J.p. Morgan Institutional Investments Inc.

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About Jillian Auteri

Jillian Auteri is a financial professional with experience in the financial services industry. Jillian is currently registered with J.p. Morgan Institutional Investments Inc. and is licensed to provide investment advice in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, 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, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jillian holds the Series 3, Series 7TO, and Series 63 licenses. Jillian has a strong background in securities and commodities.

Firm Information

Jillian Auteri 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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Jillian Auteri’s Registration & Firm History

NY

12/15/2021 - Present

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

NY

10/08/2021 - 11/16/2021

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

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Licenses & Designations

BC

Issued 03/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2022

Series 3 - National Commodity Futures Examination

BC

Issued 10/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jillian Auteri.
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