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Josh Willis

J.p. Morgan Institutional Investments Inc.

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About Josh Willis

Josh Willis is a financial advisor with J.p. Morgan Institutional Investments Inc., based in New York, NY. Josh has been in the industry since 2001, and has held various positions at firms such as Columbia Management Investment Distributors, Inc., Hartford Funds Distributors, LLC, and Nationwide Investment Services Corporation. Josh holds a Series 6, 7, 63 and SIE licenses.

Firm Information

Josh Willis 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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Josh Willis’s Registration & Firm History

NY

05/22/2018 - Present

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

MA

03/16/2015 - 05/23/2018

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

PA

12/03/2012 - 03/17/2015

HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)

CT

02/21/2012 - 12/03/2012

HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)

OH

11/14/2006 - 02/22/2012

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

CA

05/28/2003 - 10/25/2006

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

CA

03/26/2001 - 06/28/2002

WM FINANCIAL SERVICES, INC. (IRVINE CA)

NJ

09/27/2000 - 03/05/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/12/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2001

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josh Willis.
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