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Chad Michael Markham

J.p. Morgan Securities LLC

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About Chad Michael Markham

Chad Markham is a financial advisor with J.P. Morgan Securities LLC. Chad has been working in the financial industry since 2004, and has experience in both investment advisory and brokerage services. Chad is licensed in Arizona, California, Pennsylvania and Texas. Chad has been with J.P. Morgan Securities LLC since October 2012. Before joining J.P. Morgan Securities LLC, Chad worked for Chase Investment Services Corp. and CRI Securities, LLC.

Firm Information

Chad Markham is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Chad Markham’s Registration & Firm History

AZ

09/20/2013 - Present

J.p. Morgan Securities LLC (TUCSON AZ)

AZ

08/25/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)

AZ

12/07/2006 - 08/08/2007

CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)

AZ

07/16/2004 - 11/17/2006

CRI SECURITIES, LLC (TUCSON AZ)

AZ

07/16/2004 - 11/17/2006

SECURIAN FINANCIAL SERVICES, INC. (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 09/23/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Chad Michael Markham. Review regulatory record here.
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