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Mark Sopcik

J.P. Morgan Securities LLC

Tampa, FL

CRD 7894169

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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
FL RA APPROVED 2024-05-13
TX RA APPROVED 2024-05-10
  • FL RA
    APPROVED
    Since 2024-05-13
  • TX RA
    APPROVED
    Since 2024-05-10

Branch Locations

100 N Tampa St Floor 33, Tampa, FL 33602 • 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
Jpmorgan Chase Bank, Na Tampa FL 03/2024 Present
Jpmorgan Securities Llc Tampa FL 03/2024 Present
Finalis, Inc. New York NY 11/2021 03/2024
World Class Functional Training Llc Santa Monica CA 06/2021 12/2021
Vibedration, Inc. Santa Monica CA 01/2015 11/2021
  • 03/2024 → Present
    Jpmorgan Chase Bank, Na
    Tampa, FL
  • 03/2024 → Present
    Jpmorgan Securities Llc
    Tampa, FL
  • 11/2021 → 03/2024
    Finalis, Inc.
    New York, NY
  • 06/2021 → 12/2021
    World Class Functional Training Llc
    Santa Monica, CA
  • 01/2015 → 11/2021
    Vibedration, Inc.
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • Mark Sopcik
  • Mark Andrew Sopcik

View on SEC IAPD

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