Mark D. Kindberg

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

• 07/2010 → 11/2016
  Carnegie Investment Counsel
  Lewis Center, OH
• 12/2016 → 04/2017
  Unemployed
  Lewis Center, OH
• 05/2017 → 09/2017
  Edward Jones
  Lewis Center, OH
• 04/2018 → Present
  J.P. Morgan Securities Llc
  Westerville, OH
• 10/2017 → 03/2018
  Unemployed
  Lewis Center, OH
• 02/2004 → Present
  Payesberg Properties, Llc.
  Lewis Center, OH
• 04/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Westerville, OH

Previous Registrations

• 2017-08-31 → 2017-09-14
  Edward Jones
  Lewis Center, OH
  St Louis, MO
• 2010-12-03 → 2016-12-07
  Carnegie Investment Counsel
  Lewis Center, OH
• 2009-12-21 → 2010-07-19
  Portfolio Medics, Llc
• 2004-01-22 → 2006-04-26
  Ppc Portfolio Consultants, Inc.
  Columbus, OH
• 2004-01-22 → 2006-02-04
  Wealthstone Advisors
  Columbus, OH

Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: UBER TECHNOLOGIES POSITION: RIDESHARE DRIVER / INDEPENDENT CONTRACT DRIVER START DATE: 3/22/2018 ADDRESS: 1455 San Francisco CA DETAILS: HTTPS://WWW.UBER.COM. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10-15 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: PAYESBERG PROPERTIES, LLC. POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 2/1/2004 ADDRESS: LEWIS CENTER, OH. DETAILS: Real Estate Rental INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2017-07-14
• S65 Uniform Investment Adviser Law Examination
  2009-12-31
• S63 Uniform Securities Agent State Law Examination
  1991-01-15

Other Names

• Mark David Kindberg
• Mark D Kindberg
• Mark Kindberg