Mark J. Hovanic
Investment adviser representative at Oppenheimer & Co. Inc.
11 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Oppenheimer & Co. Inc.Jul 2024 to now
- J.P. Morgan Securities LLCApr 2021 to Jul 2024
- JP Morgan Chase Bank, N.A.Apr 2021 to Jul 2024
- Waddell & Reed, IncOct 2019 to Apr 2021
- Wells Fargo Clearning Services, LLCNov 2016 to Oct 2019
- Wells Fargo Advisors, LLCJul 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (VA).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3227049
- Firm CRD
- 249