Michael S. Marnell

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

• 10/2025 → Present
  Wpm Potsdam 2 Llc
  Melville, NY
• 10/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 12/2021 → Present
  Wpm Potsdam Llc
  Melville, NY
• 03/2021 → Present
  Edge Networking Group
  Melville, NY
• 06/2023 → 10/2025
  Osaic Wealth
  Jericho, NY
• 11/2024 → 03/2025
  Beaver Dam Winter Sports Club
  Locust Valley, NY
• 07/2020 → 05/2023
  Park Avenue Securities
  Melville, NY
• 07/2020 → 05/2023
  Guardian Life Insurance Company
  Melville, NY
• 10/2018 → 10/2021
  Echl Personnel Management Of New Jersey Llc
  Cincinnati, OH
• 03/2020 → 06/2020
  Unemployed
  South Huntington, NY
• 06/2019 → 02/2020
  Marnelllaw Group
  Melville, NY
• 10/2018 → 05/2019
  Cincinnati Cyclones
  Cincinnati, OH
• 06/2018 → 09/2018
  Unemployed
  South Huntington, NY
• 08/2014 → 05/2018
  St Lawrence University
  Canton, NY

Previous Registrations

• 2023-06-05 → 2025-10-20
  Osaic Wealth, Inc.
  Jericho, NY
• 2022-10-26 → 2023-05-24
  Park Avenue Securities Llc
  Melville, NY

Other Businesses

Entity Name: WPM Potsdam 2 LLC Investment related: No Address: One Huntington Quadrangle STE 1N10 Melville NY 11747 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: WPM Potsdam 2 LLC is a company for my rental properties in upstate New York Entity Name: EDGE Networking Group Investment related: No Address: One Huntington Quadrangle STE 1N10 Melville NY 11747 Nature of the other business: Networking Group Position/Title/Relationship: Owner/Partner Start Date: 03/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: EDGE Networking Group is a networking group I own for young professionals. We get together monthly for meetings. There is no connection to JPMorganChase. Entity Name: WPM Potsdam LLC Investment related: No Address: One Huntington Quadrangle STE 1N10 Melville NY 11747 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: WPM Potsdam LLC is a company for my rental properties I own in upstate New York

Exams

• S66 Uniform Combined State Law Examination
  2022-10-17

Other Names

• Michael S. Marnell
• Mike S. Marnell
• Michael Marnell