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Lori Hilton-white

J.p. Morgan Institutional Investments Inc.

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About Lori Hilton-white

Lori Hilton-white is a financial advisor with over 25 years of experience in the industry. Lori has been registered with J.P. Morgan Institutional Investments Inc. since 2011, providing investment advice to clients in Chicago, IL. Prior to that, Lori worked for a number of other financial firms, including American Funds Distributors, Inc. in Carmel, IN, and NatCity Investments, Inc. in Cleveland, OH. Lori is a Series 7, Series 63, and Series 24 licensed professional, as well as a holder of the SIE exam. Lori has a strong understanding of the financial markets and is committed to providing her clients with the highest quality investment advice.

Firm Information

Lori Hilton-white 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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Lori Hilton-white’s Registration & Firm History

IL

12/13/2011 - Present

J.p. Morgan Institutional Investments Inc. (CHICAGO IL)

IN

09/09/2002 - 12/07/2011

AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)

OH

02/21/1997 - 07/31/2002

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

OH

01/04/1999 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

NY

08/03/1998 - 01/04/1999

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NA

07/03/1997 - 08/03/1998

INDEPENDENT FINANCIAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 08/29/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Hilton-white.
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