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Shannon Ahern

J.p. Morgan Institutional Investments Inc.

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About Shannon Ahern

Shannon Ahern is a registered representative with J.p. Morgan Institutional Investments Inc. in New York, New York. Shannon has been in the industry since 2018, and has passed the Series 7, Series 66, and SIE exams. Shannon has previous experience with Foreside Fund Services, LLC and Lord Abbett Distributor LLC.

Firm Information

Shannon Ahern 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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Shannon Ahern’s Registration & Firm History

NY

07/16/2024 - Present

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

NY

07/26/2022 - 01/08/2024

FORESIDE FUND SERVICES, LLC (New York NY)

NJ

08/28/2018 - 05/10/2022

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 10/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Ahern.
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