Martin James Mcginley

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

• 11/2014 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 01/2017 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2018 → 04/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2018 → 04/2022
  Summit Financial, Llc
  Parsippany, NJ
• 04/2022 → Present
  J.P. Morgan Securities Llc
  Northvale, NJ
• 04/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Northvale, NJ
• 11/2014 → 04/2022
  Summit Financial
  Parsippany, NJ
• 11/2015 → 12/2018
  Massachusetts Mutual Life Insurance Co
  New York, NY

Previous Registrations

• 2018-12-26 → 2022-04-11
  Summit Financial, Llc
  Parsippany, NJ
• 2017-12-01 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
  Parsippany, NJ
• 2017-01-25 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-20
• S63 Uniform Securities Agent State Law Examination
  2004-11-22

Other Names

• Mj Mcginley