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Robert Couzzo

J.p. Morgan Institutional Investments Inc.

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About Robert Couzzo

Robert Couzzo is a financial advisor with J.p. Morgan Institutional Investments Inc. Robert has been in the industry since 2004 and holds both Series 7 and Series 66 licenses. Robert has previously worked at firms such as JPMORGAN DISTRIBUTION SERVICES, INC., ALLIANCEBERNSTEIN INVESTMENTS, INC. and LORD ABBETT DISTRIBUTOR LLC. Robert's current employment began on January 3, 2011. Robert is registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, 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, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

Firm Information

Robert Couzzo 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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Robert Couzzo’s Registration & Firm History

NY

01/03/2011 - Present

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

OH

05/13/2009 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

NY

12/07/2004 - 03/25/2009

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

NJ

11/25/2003 - 11/29/2004

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 08/16/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Couzzo.
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