Mark Kraft, financial advisor Monterey CA
89 score

Mark Kraft

CRD 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.

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Company Name Location Dates Years
Self Monterey, CA Dec 2014 - Current 2
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
Contact Info for Mark A. Kraft
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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
89
Clean Record
This advisor has a clean track record with regulators.

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