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Thomas Adams McKean

J.p. Morgan Institutional Investments Inc.

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About Thomas Adams McKean

Thomas Adams McKean is a financial advisor with over 20 years of experience in the industry. Thomas is currently registered with J.P. Morgan Institutional Investments Inc. in New York, NY. Previously, Thomas has worked for firms such as JPMorgan Distribution Services, Inc., Charles Schwab & Co., Inc., BISYS Fund Services Limited Partnership, Barclays Global Investors Services and Metric Capital Corporation. Thomas is licensed to provide investment advice in California, Nevada, North Carolina and Texas. Thomas holds Series 7, Series 24, Series 63 and Series 65 licenses.

Firm Information

Thomas McKean 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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Thomas McKean’s Registration & Firm History

NY

01/03/2011 - Present

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

OH

12/02/2008 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

CA

02/27/2004 - 10/29/2007

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

ME

02/24/2003 - 02/02/2004

BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)

NY

11/09/1999 - 09/18/2002

BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)

NJ

04/23/1999 - 09/03/1999

METRIC CAPITAL CORPORATION (MORRISTOWN NJ)

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Licenses & Designations

IA

Issued 06/26/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Adams McKean.
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