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Kerry Christopher Nevins

J.p. Morgan Institutional Investments Inc.

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About Kerry Christopher Nevins

Kerry Christopher Nevins is a financial advisor with over 25 years of experience in the industry. Kerry has held various positions with firms like Legg Mason Investor Services, LLC and Citigroup Global Markets Inc. Kerry is currently registered with J.P. Morgan Institutional Investments Inc. in New York, New York. Kerry is a Series 6, 7, 63, and 65 licensed representative and has passed the SIE exam.

Firm Information

Kerry Nevins 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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Kerry Nevins’s Registration & Firm History

NY

09/04/2014 - Present

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

CA

12/01/2005 - 09/05/2014

LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)

NY

04/21/2003 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

IL

05/03/2002 - 04/04/2003

CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)

NY

04/19/2000 - 04/23/2002

FAM DISTRIBUTORS, INC. (NEW YORK NY)

MA

10/22/1999 - 03/16/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/22/1999 - 03/16/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NE

09/03/1998 - 06/30/1999

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

CO

01/03/1997 - 08/19/1998

ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

01/06/1994 - 01/03/1997

THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 07/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/05/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerry Christopher Nevins.
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