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Michael Richard Machulski

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.·NEW YORK, New York
SIE, Series 27, Series 99TOClean recordJ.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
270 PARK AVENUE, NEW YORK, NY 10017CRD# 4726972Firm CRD# 102920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Richard Machulski · NEW YORK, NY
Registration
CRD #4726972 · J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 801-64031
AUM
$13.6B
Regulatory assets under management
Employees
9
116,242 client accounts
Services offered by J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. →
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Frequently Asked Questions

What services does Michael Richard Machulski offer?
Michael Richard Machulski specializes in Investment Management. Contact their office in NEW YORK, New York for a consultation.
What are Michael Richard Machulski's credentials?
Michael Richard Machulski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Richard Machulski located?
Michael Richard Machulski is based in NEW YORK, New York, working with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Michael Richard Machulski charge for services?
Michael Richard Machulski's firm is compensated through percentage of aum, subscription fees, other: set up fee, development fee, education meeting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.?
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. has approximately 9 employees and manages $13.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Arthur Hoffmann
NEW YORK, NY
Kevin Kloza
NEW YORK, NY
Mary Jane Block
NEW YORK, NY
Robert Frank Deutsch
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