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Joseph S. Del vecchio

J.p. Morgan Institutional Investments Inc.

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About Joseph S. Del vecchio

Joseph S. Del vecchio is a financial advisor in Jersey City, NJ. Joseph is registered with J.p. Morgan Institutional Investments Inc. and has been in the industry since 2001. Joseph has a Series 7, 63, and 66 license and a SIE designation. Joseph has been registered in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island. In addition to working with J.p. Morgan Institutional Investments Inc., Joseph has previously been employed with JPMORGAN DISTRIBUTION SERVICES, INC., PACER FINANCIAL, INC., LEGG MASON INVESTOR SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC., and MML INVESTORS SERVICES, INC.

Firm Information

Joseph Del vecchio 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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Joseph Del vecchio’s Registration & Firm History

NJ

01/03/2011 - Present

J.p. Morgan Institutional Investments Inc. (Jersey City NJ)

OH

11/08/2010 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

PA

01/23/2009 - 09/30/2010

PACER FINANCIAL, INC. (MALVERN PA)

CT

12/01/2005 - 11/13/2008

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

05/06/2005 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MA

02/28/2001 - 04/25/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 04/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph S. Del vecchio.
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