Mark C. Marcelo

J.P. Morgan Securities LLC

Chula Vista, CA

National City, CA

Claim This Profile

Current Employers

J.P. Morgan Securities Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-01-25
CA	RA	APPROVED	2023-11-06

CO RA
APPROVED

Since 2024-01-25
CA RA
APPROVED

Since 2023-11-06

Branch Locations

501 H St, Chula Vista, CA 91910 • United States

1130 E Plaza Blvd, National City, CA 91950 • 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

Organization	City	State	From	To
Unemployed	San Diego	CA	11/2016	07/2021
Joseph Financial	San Diego	CA	03/2015	10/2016
Northwestern Mutual Investment Services, Llc	San Diego	CA	08/2021	10/2023
Northwestern Mutual Wealth Management Company	Milwaukee	WI	10/2021	10/2023
J.P. Morgan Securities Llc	Chula Vista	CA	11/2023	Present
Jpmorgan Chase Bank, N.A.	Chula Vista	CA	11/2023	Present

11/2016 → 07/2021

Unemployed

San Diego, CA
03/2015 → 10/2016

Joseph Financial

San Diego, CA
08/2021 → 10/2023

Northwestern Mutual Investment Services, Llc

San Diego, CA
10/2021 → 10/2023

Northwestern Mutual Wealth Management Company

Milwaukee, WI
11/2023 → Present

J.P. Morgan Securities Llc

Chula Vista, CA
11/2023 → Present

Jpmorgan Chase Bank, N.A.

Chula Vista, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-14
S63	Uniform Securities Agent State Law Examination	2021-12-20

S65 Uniform Investment Adviser Law Examination

2023-07-14
S63 Uniform Securities Agent State Law Examination

2021-12-20

Other Names

Mark Marcelo
Mark C Marcelo
Mark Christopher Marcelo

View on SEC IAPD

More in Chula Vista, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor