Marc ZurichCRD Number: 6016528
Current Firm: J.p. Morgan Securities LLC
Marc Zurich (CRD# 6016528) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oviedo, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|J.p. Morgan Securities LLC||Winter Park, FL||Oct 2012 - Current||5|
|Jpmorgan Chase Bank||Winter Park, FL||Apr 2011 - Current||6|
|Orlando Gay Chorus||Orlando, FL||Aug 2012 - Apr 2015||2|
|Chase Investment Services Corp||Winter Park, FL||Jan 2012 - Oct 2012||< 1|
|Unemployed||Orlando, FL||Nov 2010 - Apr 2011||< 1|
|Applied Concepts Inc.||Lake Mary, FL||Jun 2009 - Nov 2010||1|
|Unemployed||Gainesville/orlando, FL||Mar 2009 - Jun 2009||< 1|
|Palm Gainesville Chevrolet Cadillac||Gainesville, FL||Sep 2008 - Mar 2009||< 1|
|Unemployed||Gainesville, FL||Oct 2007 - Sep 2008||< 1|
|Gainesville Nissan (amsi)||Gainesville, FL||May 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
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:
- Criminal Record
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