Justin Makso

Current Employers

Employment History

• 06/2016 → 09/2023
  First Republic Securities Company, Llc
  Jupiter, FL
• 06/2016 → 04/2024
  First Republic Investment Management, Inc.
  Jupiter, FL
• 09/2023 → 04/2024
  J.P. Morgan Securities Llc
  Jupiter, FL
• 10/2023 → 04/2024
  Jp Morgan Chase Bank, N.A.
  Jupiter, FL
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
• 05/2024 → Present
  Bank Of America, N.A
  Palm Beach Gardens, FL

Previous Registrations

• 2016-06-28 → 2024-04-23
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA
  San Francisco, CA
  Jupiter, FL
• 2024-03-22 → 2024-04-22
  J.P. Morgan Securities Llc
  Boston, MA
  Jupiter, FL
• 2011-03-25 → 2016-07-08
  Osaic Fa, Inc.
  Boston, MA

Other Businesses

I*2207268, Entity Type: Entity Charitable, Name of OBA: Alton Bay Christian Retreat Center, Address: Alton Bay, New Hampshire, 03810, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 02/18/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Entity is a non-profit conference and retreat center. I am serving on the finance committee board. The finance committee reviews the annual budget and cash flows of the organization. The finance committee provides advice and guidance to the Secretary, but has not power or control over the finances. Youth sports I*5178278, Entity Type: Entity Charitable, Name of OBA: Palm Beach Gardens Youth Athletic Association, Address: Palm Beach Gardens, Florida, 33410, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/03/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Board member, on year term. Oversee general operations and policies of the org.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-21

Other Names

• Justin Michael Makso