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Kilie Donahue

J.p. Morgan Institutional Investments Inc.

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About Kilie Donahue

Kilie Donahue is a financial advisor with over 25 years of experience in the industry. Kilie has worked at several firms including Allianz Global Investors Distributors LLC, Cammack Larhette Brokerage, Inc., AllianceBernstein Investments, Inc., LaSalle St Securities, L.L.C., and Putnam Retail Management Limited Partnership. Currently, Kilie is a Registered Representative with J.P. Morgan Institutional Investments Inc. Kilie is licensed to sell securities in 53 states.

Firm Information

Kilie 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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Kilie Donahue’s Registration & Firm History

NY

12/04/2017 - Present

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

NY

09/17/2012 - 03/01/2017

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

03/22/2011 - 09/10/2012

CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)

NY

03/22/2006 - 03/22/2011

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

IL

07/20/2004 - 03/16/2006

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

MA

03/03/1997 - 06/01/2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

IA

Issued 11/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/28/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kilie Donahue.
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