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William John McNeill

J.p. Morgan Institutional Investments Inc.

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About William John McNeill

William John McNeill is a financial professional with over 20 years of experience in the industry. William has held positions at several prominent firms including Thrivent Investment Management Inc., Goldman, Sachs & Co., Riversource Fund Distributors, Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc., and Edward Jones. Currently, William is registered with J.p. Morgan Institutional Investments Inc., and holds Series 63, 66, 7 and SIE licenses. William is licensed in eight states: Iowa, Minnesota, Nebraska, North Carolina, North Dakota, South Dakota, Texas, and Wisconsin.

Firm Information

William McNeill 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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William McNeill’s Registration & Firm History

NY

01/29/2014 - Present

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

MN

10/05/2012 - 01/30/2014

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

NY

03/25/2010 - 10/04/2012

GOLDMAN, SACHS & CO. (NEW YORK NY)

MN

01/02/2009 - 03/17/2010

RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

11/22/2006 - 01/02/2009

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

03/14/2006 - 01/24/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

03/12/2003 - 03/01/2006

EDWARD JONES (HASTINGS MN)

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Licenses & Designations

BOTH

Issued 09/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John McNeill.
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