Mark Josaitis, financial advisor Florence KY
78 score

Mark Josaitis

CRD Number: 5998829
Current Firm: J.p. Morgan Securities LLC

Mark Josaitis (CRD# 5998829) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Florence, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Crescent Springs, KY Sep 2015 - Current 1
Fifth Third Securities Cincinnati, OH Nov 2014 - Sep 2015 < 1
Bank Of America, N.a. Cincinnati, OH Dec 2011 - Nov 2014 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati, OH Oct 2011 - Nov 2014 3
Western & Southern Cincinnati, OH Nov 2010 - Oct 2011 < 1
Primary Capital Advisors Marietta, GA Mar 2010 - Nov 2010 < 1
Reunion Mortgage Milpitas, CA Oct 2008 - Mar 2010 1
Citimortgage O'fallon, MO Oct 2006 - Oct 2008 2
Equibanc Mortgage/ Wachovia Marieta, GA Oct 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Mark D. Josaitis
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • KY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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