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Reda Mokbel

J.p. Morgan Institutional Investments Inc.

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About Reda Mokbel

Reda Mokbel is a financial professional with a Series 3, Series 7TO, and Series 63 licenses. Reda has been in the industry since September 2020, and is currently employed by J.P. Morgan Institutional Investments Inc. Reda is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 52 states and the District of Columbia. Reda is registered to sell securities in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Reda Mokbel 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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Reda Mokbel’s Registration & Firm History

NY

09/22/2020 - Present

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

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Licenses & Designations

BC

Issued 11/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2021

Series 3 - National Commodity Futures Examination

BC

Issued 09/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reda Mokbel.
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