Mary Warmbier
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Mary Warmbier? 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
15 years in the industry.
- J.P. Morgan Securities LLCJan 2023 to now
- JPMorgan Chase Bank NANov 2022 to now
- JPMorgan Securities LLCNov 2022 to now
- AlliancebernsteinJun 2021 to Nov 2022
- GositeAug 2020 to Apr 2021
- Reagan Ranch CenterJun 2019 to Aug 2019
- University of CaliforniaSep 2018 to Jun 2021
- UnemployedJul 2018 to Aug 2018
- Abercrombie & Fitch CoJun 2018 to Jun 2018
- JusticeMay 2018 to Jun 2018
- UnemployedJan 2018 to Apr 2018
- NordstromDec 2017 to Dec 2017
- UnemployedOct 2011 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7449469
- Firm CRD
- 79