Mark AnleitnerCRD Number: 4661368
Current Firm: J.p. Morgan Securities LLC
Mark Anleitner (CRD# 4661368) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Valparaiso, IN and has over 17 years of experience in the finance industry. Mark Anleitner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Avertrust Wealth LLC
|Beyond Design LLC||Valparaiso, IN||Jan 2020 - Current||1|
|Cwm, LLC||Omaha, NE||Aug 2018 - Current||2|
|Cetera Advisor Networks LLC||El Segundo, CA||Aug 2018 - Current||2|
|360° Wealth Advisor||Valparaiso, IN||Aug 2018 - Current||2|
|J.p. Morgan Securities LLC||Valparaiso, IN||Oct 2012 - Aug 2018||5|
|Mark Anleitner||Valparaiso, IN||Oct 2009 - Jul 2014||4|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - Oct 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management163,396MILLIONS
Total Number of Accounts660,063ACCOUNTS
Average Account Value$247,546
- A percentage of assets under your management
- 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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