Mark J Dipierro

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

• 05/2021 → 08/2021
  Merrill Lynch
  New York, NY
• 07/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2020 → 12/2021
  Hempstead Country Club
  New York, NY
• 06/2020 → 08/2020
  Parker Waichman
  Port Washington, NY
• 06/2018 → 08/2019
  Cherry Valley Country Club
  Garden City, NY
• 06/2019 → 08/2019
  Merrill Lynch
  New York, NY
• 09/2018 → 05/2022
  Loyola University Maryland
  Baltimore, MD
• 07/2012 → 05/2018
  Unemployed
  Garden City, NY
• 06/2022 → 06/2022
  Unemployed
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-20

Other Names

• Mark Joseph Dipierro