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Wilson Chad Vandiver

J.p. Morgan Institutional Investments Inc.

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About Wilson Chad Vandiver

Wilson Chad Vandiver is a financial advisor who has been in the industry since April 25, 1997. Wilson is currently registered with J.P. Morgan Institutional Investments Inc. in New York, NY. Prior to joining J.P. Morgan Institutional Investments Inc., Wilson was registered with JPMorgan Distribution Services, Inc., Quasar Distributors, LLC and AIG SunAmerica Capital Services, Inc. Wilson has a wide range of experience in the financial services industry, and is committed to providing his clients with the highest quality of service.

Firm Information

Wilson Vandiver 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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Wilson Vandiver’s Registration & Firm History

NY

01/03/2011 - Present

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

OH

09/19/2007 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

ME

11/18/2005 - 09/04/2007

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NJ

07/15/1997 - 09/07/2005

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

AZ

01/31/1997 - 07/15/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/23/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wilson Chad Vandiver.
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