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Maxwell Anthony Marietti

J.p. Morgan Institutional Investments Inc.

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About Maxwell Anthony Marietti

Maxwell Marietti is a financial advisor with J.p. Morgan Institutional Investments Inc., based in Chicago, Illinois. Maxwell has been in the financial services industry since 2019, holding previous positions at J.P. MORGAN SECURITIES LLC and MORGAN STANLEY. Maxwell is registered with FINRA, and the states of Arizona, Colorado, Illinois, Michigan, Minnesota, New Mexico, North Carolina, Ohio, Texas, Utah, Wisconsin, and Wyoming.

Firm Information

Maxwell Marietti 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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Maxwell Marietti’s Registration & Firm History

IL

09/20/2022 - Present

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

IL

11/14/2020 - 09/10/2022

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IL

07/26/2019 - 10/02/2020

MORGAN STANLEY (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maxwell Anthony Marietti.
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