Mark David Mascharka

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Cary, IL
• 06/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Cary, IL

Previous Registrations

• 2012-07-24 → 2012-10-01
  Chase Investment Services Corp.
  Fox River Grove, IL
  Fox River Grove, IL
  Cary, IL
• 2006-09-11 → 2012-07-18
  M&I Financial Advisors, Inc
  Janesville, WI
  Edgerton, WI
  Evansville, WI
• 2010-04-29 → 2012-04-19
  M&I Investment Management Corp.
  Milwaukee, WI
• 2005-07-06 → 2006-08-15
  Chase Investment Services Corp.
  Chicago, IL
  Loves Park, IL
• 2005-06-13 → 2005-07-06
  Banc One Securities Corporation
  Loves Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2005-06-09
• S63 Uniform Securities Agent State Law Examination
  1997-12-22