Mark ParrottCRD Number: 7114361
Current Firm: J.p. Morgan Securities LLC
Mark Parrott (CRD# 7114361) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 3 years of experience in the finance industry.
Context Financial LLC
Ameriprise Financial Services, LLC
|Jp Morgan Securities, LLC||Lexington, KY||May 2019 - Current||3|
|Jp Morgan Chase Bank, N.a.||Lexington, KY||May 2019 - Current||3|
|Jp Morgan Chase Bank||Lexington, KY||Dec 2014 - Apr 2019||4|
|Pnc Bank||Lexington, KY||May 2008 - Jan 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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