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John Charles McNamee

J.p. Morgan Securities LLC

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About John Charles McNamee

John Charles McNamee is an active investment advisor representative with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. John has been working in the industry since April 1996. John's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. John holds licenses in multiple states and has a strong track record of providing investment advice to a wide range of clients. Prior to joining J.p. Morgan Securities LLC, John was an investment advisor representative at First Republic Securities Company, LLC, and previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is also a director of the Catholic Community Foundation of Los Angeles.

Firm Information

John McNamee 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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John McNamee’s Registration & Firm History

CA

03/26/2024 - Present

J.p. Morgan Securities LLC (LOS ANGELES CA)

CA

11/13/2020 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)

CA

04/10/1996 - 11/17/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 05/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/08/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/25/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX 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

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, 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 are no public disclosures for John Charles McNamee.
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