John mark Davis
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you John mark Davis? 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
11 years in the industry.
- J.P. Morgan Securities LLCSep 2023 to now
- JPMorgan Chase Bank NAJul 2023 to now
- JPMorgan Securities LLCJul 2023 to now
- Rally HouseMay 2021 to Jan 2022
- Belk Department StoreJun 2019 to Jan 2020
- Community Living Assistance and Support ServicesSep 2018 to Jun 2023
- Belk Department StoreApr 2018 to Jan 2019
- UnemployedSep 2017 to Mar 2018
- All Star Screen PrintingJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7775664
- Firm CRD
- 79