Marne AltbaumCRD Number: 2479297
Current Firm: J.p. Morgan Securities LLC
Marne Altbaum (CRD# 2479297) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Philadelphia, PA and has over 28 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Jpmorgan Securities, LLC||Philadelphia, PA||Nov 2017 - Current||5|
|Jpmorgan Chase Bank, N.a.||Philadelphia, PA||Nov 2017 - Current||5|
|Morgan Stanley||West Conshohocken, PA||May 2014 - Oct 2017||3|
|Barclays Capital Inc.||Philadelphia, PA||Feb 2010 - May 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1995|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- 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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