Mark Maldonado
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Mark Maldonado? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCFeb 2022 to now
- JPMorgan Chase Bank, N.A.Feb 2022 to now
- Bistro On the FallsApr 2023 to Jan 2024
- JPMorgan Distribution Services, Inc.Jun 2020 to Jan 2022
- UnemployedSep 2019 to May 2020
- Cerity PartnersMay 2019 to Aug 2019
- UnemployedOct 2017 to Apr 2019
- American Income LifeJun 2017 to Sep 2017
- Crop BistroOct 2016 to Jan 2024
- Baldwin WallaceJun 2016 to Jan 2017
- Norris Mahoney IncJul 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, OH).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 7261416
- Firm CRD
- 79