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Michael P. Boos

J.p. Morgan Institutional Investments Inc.

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About Michael P. Boos

Michael P. Boos is a financial professional with over 30 years of experience in the industry. Michael is currently registered with J.p. Morgan Institutional Investments Inc. in Chicago, Illinois. Michael has previously worked at JPMORGAN DISTRIBUTION SERVICES, INC., VAN KAMPEN FUNDS INC., WELLINGTON SALES CORP., KEMPER FINANCIAL SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Michael holds a Series 7, Series 24, Series 63, and SIE licenses. Michael is registered to provide securities services in 19 states.

Firm Information

Michael Boos 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 Boos’s Registration & Firm History

IL

01/03/2011 - Present

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

IL

01/05/2010 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (CHICAGO IL)

IL

04/23/1997 - 12/01/2009

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

MA

11/22/1993 - 04/29/1997

WELLINGTON SALES CORP. (BOSTON MA)

NA

05/14/1987 - 10/22/1993

KEMPER FINANCIAL SERVICES, INC.

NA

10/09/1986 - 04/15/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

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Licenses & Designations

BC

Issued 03/02/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael P. Boos.
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