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Michael A. Valeant

J.p. Morgan Institutional Investments Inc.

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About Michael A. Valeant

Michael Valeant is a financial advisor with J.P. Morgan Institutional Investments Inc. in New York, NY. Michael has been working in the financial services industry since 2003. Michael is registered with FINRA and has a Series 7, Series 24, and Series 66 license. Michael is also registered in New York. Before joining J.P. Morgan Institutional Investments Inc., Michael worked at DEUTSCHE AM DISTRIBUTORS, INC., MML INVESTORS SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.

Firm Information

Michael Valeant 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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Michael Valeant’s Registration & Firm History

NY

12/20/2017 - Present

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

IL

03/16/2004 - 12/26/2017

DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)

MA

02/19/2003 - 11/03/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MN

01/02/2003 - 01/13/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/02/2003 - 01/13/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/25/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael A. Valeant.
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