Joseph B Markovich

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

• 05/2001 → Present
  Chase Securities Inc.
  New York, NY
• 10/2008 → Present
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

Entity Name: The Pennsylvania State University Investment related: Yes Address: 103 University Park, PA Nature of the other business: University Position/Title/Relationship: Member - Penn State Investment Council Start Date: 20-Sep-2013 Approximate # of hours a month: 20 per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Oversight of investment matters relating to the university's long-term investment pool, which is primarily comprised of the endowment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-09
• S63 Uniform Securities Agent State Law Examination
  1998-08-20

Other Names

• Joseph B Markovich
• Joseph Bede Markovich