linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Aferiat

J.p. Morgan Institutional Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Aferiat

Todd Aferiat is a financial advisor who has been in the industry since September 30, 2005. Currently, Todd Aferiat is registered with J.p. Morgan Institutional Investments Inc. Todd Aferiat's previous employers include JPMorgan Distribution Services, Inc., Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Todd Aferiat is licensed in New Jersey, New York, and Pennsylvania.

Firm Information

Todd Aferiat 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Aferiat’s Registration & Firm History

NJ

01/03/2011 - Present

J.p. Morgan Institutional Investments Inc. (Jersey City NJ)

NY

07/18/2007 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

NY

01/24/2006 - 05/10/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

02/09/2005 - 08/11/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Todd Aferiat is right for you?

Licenses & Designations

BOTH

Issued 05/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 02/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Aferiat.
Not sure if Todd Aferiat is right for you?