J.P. Morgan Institutional Investments Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
966
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 registered as a corporation and classified in the dataset as an investment bank. The firm was registered with the SEC in 1999 and the recorded owner type combines a domestic entity and an individual. The snapshot provides only limited firm-level descriptors rather than an operational or product-level profile. The available data indicate the firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The dataset does not include details on business activities, advisory offerings, fee schedules, client segments, or manager allocation preferences, so there is no public record here of investment approach, target clients, or account types.

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

  • OKSANA ARONOV

    Chief Investment StrategistCRD 5873022

  • John Oliva

    Chief Compliance OfficerCRD 1197135

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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