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John Mark Castro

J.p. Morgan Securities LLC

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About John Mark Castro

John Mark Castro is a financial professional with over eight years of experience in the financial services industry. John Mark has held positions at Allstate Financial Services, LLC, Principal Securities, Inc., and NYLife Securities LLC. Currently, John Mark is registered with J.p. Morgan Securities LLC, located in Southlake, Texas. John Mark holds Series 6 and 63 licenses and the SIE exam. John Mark's specialties include: portfolio management for businesses, portfolio management for individuals, selection of other advisors, financial planning, and pension consulting.

Firm Information

John Castro 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 Castro’s Registration & Firm History

TX

12/09/2022 - Present

J.p. Morgan Securities LLC (SOUTHLAKE TX)

TX

05/17/2016 - 11/04/2022

ALLSTATE FINANCIAL SERVICES, LLC (BENBROOK TX)

TX

08/28/2014 - 05/06/2016

PRINCIPAL SECURITIES, INC. (FORT WORTH TX)

TX

03/19/2014 - 08/20/2014

NYLIFE SECURITIES LLC (FORT WORTH TX)

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Licenses & Designations

BC

Issued 05/31/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Mark Castro. Review regulatory record here.
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