Mark M. Beatini

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

• 12/2015 → 07/2020
  Jp Morgan Securities Llc
  New York, NY
• 12/2015 → 07/2020
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 07/2020 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 07/2020 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 04/2023 → 06/2023
  Morgan Stanley Smith Barney Llc
  New York, NY
• 07/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2023-04-03 → 2023-06-29
  Morgan Stanley
  New York, NY
• 2020-07-31 → 2023-05-01
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY
• 2016-01-14 → 2020-08-03
  J.P. Morgan Securities Llc
  New York, NY
• 2014-12-19 → 2015-12-18
  National Planning Corporation
  Tarrytown, NY
• 2013-07-02 → 2014-09-19
  Equitable Advisors, Llc
  Montvale, NJ
  Woodbridge, NJ
  Woodbridge, NJ

Other Businesses

Effective 7/3/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-19

Designations

• Certified Financial Planner

Other Names

• Mark M. Beatini
• Mark Beatini
• Mark Michael Beatini