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John L Oliva

J.p. Morgan Institutional Investments Inc.

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About John L Oliva

John L. Oliva is a financial advisor with over 30 years of experience in the industry. He is currently registered with J.p. Morgan Institutional Investments Inc. and has previously held positions with J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, MANUFACTURERS HANOVER SECURITIES CORPORATION, and PAINEWEBBER INCORPORATED. John is a Series 63, Series 7, Series 8, Series 9, Series 10, and Series 14 licensed professional.

Firm Information

John Oliva 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 Oliva’s Registration & Firm History

NY

05/21/2012 - Present

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

NY

01/27/2010 - 05/11/2012

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

NY

12/20/2006 - 02/20/2008

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

NY

12/19/2003 - 08/24/2005

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

NY

02/16/1993 - 02/15/2002

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

NJ

11/04/1991 - 02/22/1993

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NA

09/13/1988 - 11/04/1991

MANUFACTURERS HANOVER SECURITIES CORPORATION

NA

12/21/1983 - 10/04/1988

PAINEWEBBER INCORPORATED

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Licenses & Designations

BC

Issued 07/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/25/1990

Series 14 - Compliance Officer Examination

BC

Issued 09/27/1988

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John L Oliva.
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