Unclaimed
John T. Donohue is a financial advisor with J.p. Morgan Institutional Investments Inc. with over 25 years of experience in the industry. John has a wide range of experience with Goldman, Sachs & Co. and J.p. Morgan Institutional Investments Inc., providing advice and services to a diverse clientele. John holds multiple licenses and registrations including Series 7, 24, 30, 63, 99TO and SIE. John's focus is on providing comprehensive financial planning services to individuals and families.
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.
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.
1
2
NY
10/30/2001 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
08/13/1993 - 06/12/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 01/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 05/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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