Marshall B Barnett

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

• 12/2005 → 12/2016
  Capital One Securities, Inc.
  New Orleans, LA
• 01/2015 → 12/2016
  Capital One Na
  New Orleans, LA
• 08/2017 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 08/2017 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA
• 12/2016 → 08/2017
  Unemployed
  New Orleans, LA
• 03/2016 → 05/2021
  Dellbarn Investments Stafford, Llc
  Houston, TX
• 04/2017 → 02/2025
  Barnett Tensas Investments I Llc
  Houston, TX
• 08/1997 → 02/2025
  Burnside Family Limited Partnership
  Newellton, LA

Other Businesses

Entity Name: St Charles Avenue Presbyterian Church Investment related: No Address: 1545 ST Charles Avenue New Orleans, LA 70118 Nature of the other business: Nonprofit  Position/Title/Relationship: Board Member Start Date: 01/31/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Church Finance Committee Member No connection to JPMChase

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-26
• S63 Uniform Securities Agent State Law Examination
  2008-01-14

Other Names

• Marshall Banniste Barnett