Mark B. Lewis

Current Employers

Employment History

• 06/2010 → Present
  J.P. Morgan Securities Inc.
  Morristown, NJ
• 06/2010 → Present
  Jpmorgan Chase Bank
  Morristown, NJ

Previous Registrations

• 2009-01-21 → 2010-03-12
  Barclays Capital Inc.
  New York, NY
• 2008-03-07 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY

Other Businesses

Entity Name: Metropolitan YMCA of the Oranges Investment related: Yes Address: 139 E. McClellan Avenue, Livingston NJ 07039 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 09/30/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serving on the board of trustees helping advise on strategic direction - organization supports youth development, healthy living and social responsibility. On both risk management and investment committee. Entity Name: Jewish Community Foundation of Greater Metrowest NJ Investment related: N Address: 901 Route 10, Whippany, NJ 07981 Nature of the other business: Community Services Position/Title/Relationship: Board Member Start Date: 07/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serve on Board of Trustees advising on strategic direction - JCF supports The Jewish Federation in helping communities around the globe through a variety of philanthropic efforts. JCF offers donor advised funds to donors. I'm not directly in involved with DAF offering.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-26
• S66 Uniform Combined State Law Examination
  2008-03-26
• S63 Uniform Securities Agent State Law Examination
  2007-04-06

Other Names

• Mark Benjamin Lewis
• Mark B Lewis