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John H. Oestreicher

J.p. Morgan Institutional Investments Inc.

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About John H. Oestreicher

John H. Oestreicher is a financial advisor with over 29 years of experience in the financial services industry. John has a broad range of experience, having worked with Calamos Financial Services LLC, Planco Financial Services, LLC, and A I M Distributors, INC. before joining J.p. Morgan Institutional Investments Inc. in 2012. John holds several licenses and certifications, including Series 7, 63, and 26. John has worked with a wide range of clients in various states.

Firm Information

John Oestreicher 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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John Oestreicher’s Registration & Firm History

NY

01/17/2012 - Present

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

IL

08/31/2009 - 01/04/2012

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

CT

01/08/2003 - 08/21/2009

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

TX

08/04/2000 - 11/14/2002

A I M DISTRIBUTORS, INC. (HOUSTON TX)

RI

08/13/1993 - 07/24/2000

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 08/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/05/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/10/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John H. Oestreicher.
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