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John R. Telling

J.p. Morgan Institutional Investments Inc.

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About John R. Telling

John R. Telling is a financial advisor with over 30 years of experience in the industry. John is currently registered with J.p. Morgan Institutional Investments Inc. and has previously worked with firms like JPMORGAN DISTRIBUTION SERVICES, INC., DWS INVESTMENTS DISTRIBUTORS, INC, and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. John holds a range of licenses and certifications, including Series 6, 7, 24, 51, 63, and 65. John has a broad understanding of investment products and is dedicated to providing comprehensive financial advice to clients.

Firm Information

John Telling 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 Telling’s Registration & Firm History

NY

01/03/2011 - Present

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

NY

04/05/2010 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

NY

06/07/2004 - 03/04/2010

DWS INVESTMENTS DISTRIBUTORS, INC (NEW YORK NY)

MA

04/02/1992 - 06/01/2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

IA

Issued 04/02/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2012

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/26/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/01/1992

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 R. Telling.
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