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Jonathan Calvin Petty

J.p. Morgan Institutional Investments Inc.

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About Jonathan Calvin Petty

Jonathan Calvin Petty is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with J.P. Morgan Institutional Investments Inc. Prior to this role, Jonathan has held positions at several other firms, including ALPS Distributors, Inc., Neuberger Berman LLC, Loomis Sayles Distributors, L.P., and Putnam Retail Management Limited Partnership. Jonathan has a wide range of licenses and certifications, including the Series 3, Series 7, Series 63, and Series 65 exams.

Firm Information

Jonathan Petty 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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Jonathan Petty’s Registration & Firm History

NY

04/20/2022 - Present

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

NY

02/01/2012 - 02/18/2021

ALPS DISTRIBUTORS, INC. (NEW YORK NY)

NY

10/09/2006 - 04/20/2010

NEUBERGER BERMAN LLC (NEW YORK NY)

MA

10/02/2001 - 09/21/2006

LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)

MA

12/12/2000 - 09/10/2001

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

04/20/1999 - 11/21/2000

LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2004

Series 3 - National Commodity Futures Examination

BC

Issued 06/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Calvin Petty.
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