J.P. Morgan Institutional Investments Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
968
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
102920
Registered since
December 22, 1999

Firm profile

FINTRX

Overview

J.P. Morgan Institutional Investments Inc. is shown as a corporate entity registered with the SEC since 1999 and classified as an investment bank. The registration lists ownership types as both a domestic entity and an individual, and the firm is identified as part of an institutional/investment-banking framework rather than a retail advisory boutique. The snapshot flags several operational attributes: it is not characterized as a capital allocator, is not listed as an active ESG investor, and is not designated a multi-state adviser. The registration also indicates the firm does not act as a pension consultant nor as a related adviser under the reported fields.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • George Gatch

    Chief Executive OfficerCRD 4320888

  • John Oliva

    Chief Compliance OfficerCRD 1197135

  • Jasmine Acosta

    CFO & Senior Business ManagerCRD 4716712

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Contacts

3 of 960
  • Lawrence Ostow

    Managing DirectorCRD 4155668

  • Christopher Cameron

    CRD 8244364

  • Kimberly Cagnassola

    Registered RepresentativeCRD 7783315

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
270 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth