Best Investors Account Sign in

Mark Agnew

J.P. Morgan Securities LLC

Dallas, TX

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-30
  • TX RA
    APPROVED
    Since 2023-03-30

Branch Locations

1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Dallas TX 09/2013 03/2018
Personal Capital Dallas TX 03/2018 02/2020
The Ayco Company, L.P./Mercer Allied Dallas TX 03/2020 01/2021
United Capital Financial Advisers, Llc Newport Beach CA 12/2020 01/2021
Ayco/Goldman Sachs & Co. Llc New York NY 01/2021 02/2023
Jpmorgan Chase Bank, N.A. Dallas TX 03/2023 Present
J.P. Morgan Securities Llc Dallas TX 03/2023 Present
  • 09/2013 → 03/2018
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 03/2018 → 02/2020
    Personal Capital
    Dallas, TX
  • 03/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 12/2020 → 01/2021
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 01/2021 → 02/2023
    Ayco/Goldman Sachs & Co. Llc
    New York, NY
  • 03/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 03/2023 → Present
    J.P. Morgan Securities Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-15
S66 Uniform Combined State Law Examination 2015-06-01
  • S63 Uniform Securities Agent State Law Examination
    2020-06-15
  • S66 Uniform Combined State Law Examination
    2015-06-01
Designations
Other Names
  • Mark Agnew
  • Mark Alec Agnew

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor