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Susan A. Weeks

J.p. Morgan Institutional Investments Inc.

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About Susan A. Weeks

Susan Weeks is a financial professional with over 18 years of experience in the industry. Susan is currently registered with J.P. Morgan Institutional Investments Inc. in New York, NY and has previously held positions with Northern Trust Securities, Inc., Infinex Investments, Inc., ING Financial Advisers, LLC, GE Investment Distributors, Inc and State Street Research Investment Services, Inc. Susan holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam.

Firm Information

Susan Weeks 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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Susan Weeks’s Registration & Firm History

NY

10/30/2015 - Present

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

IL

11/02/2012 - 10/19/2015

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

FL

05/11/2011 - 09/13/2012

INFINEX INVESTMENTS, INC. (CORAL GABLES FL)

CT

06/27/2008 - 07/21/2009

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

08/11/2005 - 03/11/2008

GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)

MA

09/16/2003 - 02/03/2005

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

MA

06/20/2001 - 07/22/2002

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/13/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan A. Weeks.
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