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Marlie Weprin

J.P. Morgan Securities LLC

Palm Beach, FL

CRD 7590801

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-13
FL RA APPROVED 2022-12-06
  • TX RA
    APPROVED
    Since 2024-05-13
  • FL RA
    APPROVED
    Since 2022-12-06

Branch Locations

205 Royal Palm Way, Palm Beach, FL 33480 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Palm Beach FL 06/2022 Present
Jpmorgan Chase Bank, N.A. Palm Beach FL 06/2022 Present
Jpmorgan Chase Bank, Na Columbus OH 06/2021 08/2021
The Ohio State University Columbus OH 08/2018 05/2022
Colliers International West Palm Beach FL 06/2019 08/2019
Unemployed Delray Beach FL 06/2012 07/2018
The Ohio State University Columbus OH 08/2020 05/2022
  • 06/2022 → Present
    J.P. Morgan Securities Llc
    Palm Beach, FL
  • 06/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Palm Beach, FL
  • 06/2021 → 08/2021
    Jpmorgan Chase Bank, Na
    Columbus, OH
  • 08/2018 → 05/2022
    The Ohio State University
    Columbus, OH
  • 06/2019 → 08/2019
    Colliers International
    West Palm Beach, FL
  • 06/2012 → 07/2018
    Unemployed
    Delray Beach, FL
  • 08/2020 → 05/2022
    The Ohio State University
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-03
  • S66 Uniform Combined State Law Examination
    2022-12-03
Other Names
  • Marlie Erica Weprin
  • Marlie Weprin

View on SEC IAPD

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HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL
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BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL

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