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Mack Phillip Kline

J.p. Morgan Institutional Investments Inc.

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About Mack Phillip Kline

Mack Kline is a financial advisor with over 10 years of experience in the financial services industry. Mack currently works for J.P. Morgan Institutional Investments Inc. and has been with the firm since 2012. Prior to this, Mack was with J.P. MORGAN SECURITIES LLC, from 2010-2012. Mack is registered to offer securities in 22 states. Mack is also licensed to sell commodities futures. Mack holds Series 3, 7, and 63 licenses, as well as a SIE exam.

Firm Information

Mack Kline 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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Mack Kline’s Registration & Firm History

NY

10/23/2012 - Present

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

NY

12/07/2010 - 10/22/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2018

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mack Phillip Kline.
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