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Valentine Christa De weck

J.p. Morgan Institutional Investments Inc.

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About Valentine Christa De weck

Valentine De Weck is a registered representative with J.P. Morgan Institutional Investments Inc. Valentine is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, Series 7TO, and Series 63 licenses. Valentine is registered in 45 states and the District of Columbia. Valentine has been in the securities industry since February 2021.

Firm Information

Valentine De weck 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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Valentine De weck’s Registration & Firm History

IL

02/12/2021 - Present

J.p. Morgan Institutional Investments Inc. (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/15/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2023

Series 3 - National Commodity Futures Examination

BC

Issued 02/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valentine Christa De weck.
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