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Priya Misra

J.p. Morgan Institutional Investments Inc.

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About Priya Misra

Priya Misra is a securities professional with over 20 years of experience in the financial services industry. Priya currently works for J.P. Morgan Institutional Investments Inc. in New York, NY. Priya has a strong background in securities operations and has held various positions at prominent firms, including TD Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Nomura Securities International, Inc., Barclays Capital Inc., and Lehman Brothers Inc. Priya is a registered representative with FINRA and is licensed to sell securities in all 50 states. Priya is committed to providing her clients with the highest quality of service and advice.

Firm Information

Priya Misra 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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Priya Misra’s Registration & Firm History

NY

03/22/2024 - Present

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

NY

09/09/2015 - 08/25/2023

TD SECURITIES (USA) LLC (NEW YORK NY)

NY

01/14/2010 - 07/14/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/13/2009 - 12/18/2009

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

09/22/2008 - 07/29/2009

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

12/14/2001 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Priya Misra.
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