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Joelle McKay

J.p. Morgan Institutional Investments Inc.

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About Joelle McKay

Joelle McKay is a registered representative with J.P. Morgan Institutional Investments Inc. Joelle has been in the industry for 10 years and is registered with the Securities and Exchange Commission (SEC) and FINRA as well as 53 state securities authorities. Joelle passed the Series 7TO, Series 63, and SIE exams.

Firm Information

Joelle McKay 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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Joelle McKay’s Registration & Firm History

NY

10/12/2020 - Present

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

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Licenses & Designations

BC

Issued 11/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joelle McKay.
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