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Timothy James Colvin

J.p. Morgan Institutional Investments Inc.

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About Timothy James Colvin

Timothy Colvin is a financial professional with over 5 years of experience in the industry. Timothy has a Series 3, SIE, and Series 7 license. He is registered with the state of New York and is currently employed by J.p. Morgan Institutional Investments Inc. Timothy's professional experience includes providing financial advice to clients, managing investments, and conducting market research.

Firm Information

Timothy Colvin 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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Timothy Colvin’s Registration & Firm History

NY

10/04/2017 - Present

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

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Licenses & Designations

BC

Issued 11/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy James Colvin.
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