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Omar Aridi

J.p. Morgan Institutional Investments Inc.

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About Omar Aridi

Omar Aridi is a financial advisor with J.P. Morgan Institutional Investments Inc. Omar has been in the financial services industry since 1998 and has held prior roles at firms including JPMORGAN DISTRIBUTION SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, INC., LASALLE ST SECURITIES, L.L.C., ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC., and SMITH BARNEY INC.. Omar is currently registered to offer securities in Connecticut, New Jersey, New York, and Pennsylvania.

Firm Information

Omar Aridi 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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Omar Aridi’s Registration & Firm History

NY

01/03/2011 - Present

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

OH

04/22/2008 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

MN

04/28/2006 - 04/08/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

IL

10/05/2005 - 04/03/2006

LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)

TN

08/21/1998 - 03/29/2005

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

NY

11/24/1997 - 05/06/1998

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2018

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2018

Series 3 - National Commodity Futures Examination

BC

Issued 09/29/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar Aridi.
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