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Shari Mancher Schiffman

J.p. Morgan Institutional Investments Inc.

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About Shari Mancher Schiffman

Shari Mancher Schiffman is a financial advisor who has been in the industry since 2000. She is currently registered with J.p. Morgan Institutional Investments Inc. and holds a Series 7, Series 24, Series 66, and SIE license. Shari has worked in the financial industry for over two decades.

Firm Information

Shari Schiffman 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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Shari Schiffman’s Registration & Firm History

NY

05/22/2001 - Present

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

NY

03/29/2000 - 02/05/2001

J. P. MORGAN ADVISORS, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/07/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shari Mancher Schiffman.
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