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Patrick Hennelly

J.p. Morgan Institutional Investments Inc.

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About Patrick Hennelly

Patrick Hennelly is a financial advisor with J.p. Morgan Institutional Investments Inc. located in Chicago, IL. Patrick has been in the industry since 2022 and is registered with FINRA and 27 states. Patrick holds Series 63, Series 7TO and SIE licenses. Patrick was previously with JPMORGAN DISTRIBUTION SERVICES, INC. in Columbus, OH.

Firm Information

Patrick Hennelly 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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Patrick Hennelly’s Registration & Firm History

IL

07/31/2024 - Present

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

OH

01/18/2022 - 05/13/2024

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 02/05/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2022

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

BC

Issued 12/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Hennelly.
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