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Michael J. Bailey

J.p. Morgan Institutional Investments Inc.

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About Michael J. Bailey

Michael J. Bailey is a financial advisor with over 30 years of experience in the industry. He is currently registered with J.P. Morgan Institutional Investments Inc. and holds licenses for Series 7, 24, 51, 63, and 66. Prior to joining J.P. Morgan Institutional Investments Inc., Michael was with Blackrock Investments, LLC, FAM Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is licensed to provide financial advice in all 50 states.

Firm Information

Michael Bailey 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 Bailey’s Registration & Firm History

OH

05/04/2016 - Present

J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)

NJ

09/29/2006 - 04/14/2016

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

NY

03/29/2000 - 09/29/2006

FAM DISTRIBUTORS, INC. (NEW YORK NY)

NY

02/23/1990 - 08/08/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

GA

08/22/1989 - 08/27/1990

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 12/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2009

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/27/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael J. Bailey.
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