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Kathryn A Tuneski

J.p. Morgan Institutional Investments Inc.

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About Kathryn A Tuneski

Kathryn Tuneski is a financial professional with over 7 years of experience in the industry. Kathryn is currently registered with J.P. Morgan Institutional Investments Inc. and is actively licensed in New York. Kathryn has held previous roles with J.P. Morgan Securities LLC. Kathryn is a Series 7, Series 63, and Series 65 licensed professional.

Firm Information

Kathryn Tuneski 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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Kathryn Tuneski’s Registration & Firm History

NY

08/13/2024 - Present

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

NY

04/10/2017 - 06/13/2024

J.P. MORGAN SECURITIES LLC (New York NY)

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Licenses & Designations

IA

Issued 01/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn A Tuneski.
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