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Samuel McGibbon

J.p. Morgan Institutional Investments Inc.

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About Samuel McGibbon

Samuel McGibbon is a financial advisor who has been in the industry for over 20 years. Samuel is currently registered with J.p. Morgan Institutional Investments Inc. in New York, NY. Samuel has held previous positions with Lincoln Financial Advisors Corporation, GWFS Equities, Inc., Sentinel Securities, Inc., Cammack Larhette Brokerage, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Columbia Funds Distributor, Inc. Samuel is licensed to sell securities in all 50 states and the District of Columbia.

Firm Information

Samuel McGibbon 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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Samuel McGibbon’s Registration & Firm History

NY

10/22/2020 - Present

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

IN

06/26/2018 - 10/08/2020

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

NY

02/05/2015 - 06/27/2018

GWFS EQUITIES, INC. (Tuckahoe NY)

NY

10/16/2013 - 01/19/2015

SENTINEL SECURITIES, INC. (New York NY)

NY

04/10/2012 - 10/14/2013

CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)

NJ

07/28/2006 - 04/02/2012

GWFS EQUITIES, INC. (BLOOMFIELD NJ)

CO

07/08/2004 - 07/18/2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

MA

07/31/2000 - 06/15/2004

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 09/21/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel McGibbon.
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