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Othelda Arye Spencer

J.p. Morgan Institutional Investments Inc.

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About Othelda Arye Spencer

Othelda Arye Spencer is a financial professional with over 2 years of experience in the industry. Othelda is currently registered with J.p. Morgan Institutional Investments Inc. in Columbus, Ohio. Othelda holds Series 6TO and SIE licenses and is registered in Colorado, District of Columbia, Florida, Louisiana, Maryland and Puerto Rico.

Firm Information

Othelda Spencer 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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Othelda Spencer’s Registration & Firm History

OH

08/04/2021 - Present

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

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Licenses & Designations

BC

Issued 08/03/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Othelda Arye Spencer.
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