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Mark J. Munizzi

J.p. Morgan Institutional Investments Inc.

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About Mark J. Munizzi

Mark J. Munizzi is a financial advisor currently registered with J.p. Morgan Institutional Investments Inc. in Chicago, Illinois. Mark has been in the financial services industry since March 24, 2016 and holds the Series 7, Series 66, and SIE licenses. Previously, Mark was registered with UBS Financial Services Inc. in Chicago, Illinois and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oak Brook, Illinois. Mark is licensed to provide investment advice in 26 states, including Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, North Carolina, North Dakota, Ohio, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin, and Wyoming.

Firm Information

Mark Munizzi 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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Mark Munizzi’s Registration & Firm History

IL

08/13/2021 - Present

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

IL

11/14/2017 - 07/19/2021

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

IL

02/24/2016 - 11/07/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)

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Licenses & Designations

BOTH

Issued 04/25/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark J. Munizzi.
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