Mark KraftCRD Number: 6211923
Current Firm: J.p. Morgan Securities LLC
Mark Kraft (CRD# 6211923) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Monterey, CA and has over 3 years of experience in the finance industry.
J.p. Morgan Securities LLC
Cetera Advisors LLC
Monterey Private Wealth, Inc.
|Self||Monterey, CA||Dec 2014 - Current||1|
|Jpmorgan Chase Bank||Monterey, CA||Mar 2014 - Current||2|
|Jp Morgan Securities LLC||Monterey, CA||Mar 2014 - Current||2|
|Self Employed||Monterey, CA||Sep 2013 - Mar 2014||< 1|
|Morgan Stanley||Monterey, CA||Jun 2013 - Aug 2013||< 1|
|Unemployed||Monterey, CA||Apr 2013 - May 2013||< 1|
|Universal Staffing||Monterey, CA||Jan 2013 - Mar 2013||< 1|
|Monterey Institute Of International Studies||Monterey, CA||Aug 2012 - Dec 2012||< 1|
|Zale Corporation||Monterey, CA||Jun 2012 - Jul 2012||< 1|
|University Of California Santa Cruz||Santa Cruz, CA||Aug 2008 - May 2012||3|
|Self Employed||Monterey, CA||Aug 2002 - Dec 2011||9|
|Zale Corporation||Monterey, CA||Jun 2010 - Jul 2011||1|
|Gryphon Financial Group||Morgan Hill, CA||Mar 2008 - Jul 2008||< 1|
|Santa Monica College||Los Angeles, CA||Jan 2007 - Dec 2007||< 1|
|Roy's Hawaiian Restaurant||Los Angeles, CA||Mar 2007 - Jul 2007||< 1|
|Haug Quality Equipment||Morgan Hill, CA||Dec 2003 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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