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Karen A Donahue

J.p. Morgan Institutional Investments Inc.

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About Karen A Donahue

Karen Donahue is a financial professional with over 5 years of experience in the industry. Karen is currently registered with J.p. Morgan Institutional Investments Inc. and has previously been employed by J.P. MORGAN SECURITIES LLC. Karen has passed the Securities Industry Essentials Examination and the Operations Professional Examination.

Firm Information

Karen Donahue 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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Karen Donahue’s Registration & Firm History

NY

01/11/2017 - Present

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

DE

06/16/2014 - 07/15/2016

J.P. MORGAN SECURITIES LLC (NEWARK DE)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen A Donahue.
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