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Jonathan Zuckerman

J.p. Morgan Institutional Investments Inc.

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About Jonathan Zuckerman

Jonathan Zuckerman is a registered representative with J.p. Morgan Institutional Investments Inc., a firm with its main office in New York. Jonathan has been in the industry since 2020 and holds the Series 63, SIE, and Series 79TO licenses. Jonathan is registered with the state of New York to conduct business.

Firm Information

Jonathan Zuckerman 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 Zuckerman’s Registration & Firm History

NY

01/25/2022 - Present

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

NY

01/15/2020 - 11/05/2021

HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Zuckerman.
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