Mark Mascharka, financial advisor Fox River Grove IL
83 score

Mark Mascharka

CRD Number: 2976868
Current Firm: J.p. Morgan Securities LLC

Mark Mascharka (CRD# 2976868) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fox River Grove, IL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Fox River Grove, IL Oct 2012 - Current 4
Beloit Snappers Beloit, WI Apr 2010 - Current 6
Chase Investment Services Corp Cary, IL Jul 2012 - Oct 2012 < 1
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Jul 2012 1
M&i Brokerage Services Janesville, WI Sep 2006 - Jul 2012 5
M&i Insurance Services Inc. Milwaukee, WI Sep 2006 - Jul 2012 5
M&i Trust Company Inc. Milwaukee, WI Sep 2006 - Jul 2012 5
M&i Financial Advisors, Inc. Janesville, WI Sep 2006 - Jul 2012 5
M&i Investment Management Corp Janesville, WI Apr 2010 - Apr 2012 2
Chase Investment Services Corp. Chicago, IL Jul 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Jun 2005
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark D. Mascharka
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
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
83

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