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Natalia Poljak

J.p. Morgan Institutional Investments Inc.

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About Natalia Poljak

Natalia Poljak is a financial advisor with J.p. Morgan Institutional Investments Inc. Natalia has been in the industry since 2019. Natalia is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, SIE, and Series 63 licenses. Natalia has a background in securities trading and investment advising.

Firm Information

Natalia Poljak 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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Natalia Poljak’s Registration & Firm History

NY

04/23/2019 - Present

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

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Licenses & Designations

BC

Issued 05/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalia Poljak.
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