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John P. Mcdonough

J.p. Morgan Securities LLC

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About John P. Mcdonough

John P. Mcdonough is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) professional who has been active in the financial services industry since June 2008. John currently works at J.P. MORGAN SECURITIES LLC in Boston, Massachusetts and holds Series 6, 7, 63, and 65 licenses. Before joining J.P. MORGAN SECURITIES LLC, John was previously employed at North Capital Private Securities Corporation, MFS Fund Distributors, Inc., and JPMorgan Chase Bank NA. John has extensive experience in the financial services industry and is committed to providing his clients with the highest quality of service.

Firm Information

John Mcdonough is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

50 Rowes Wharf

Boston, MA 02110

$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 Mcdonough’s Registration & Firm History

MA

01/19/2024 - Present

J.p. Morgan Securities LLC (Boston MA)

UT

07/29/2019 - 12/19/2019

NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)

MA

06/27/2006 - 09/15/2017

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 1/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 3/14/2011

Series 7 - General Securities Representative Examination

BC

Issued 6/26/2006

Series 6 - Investment Company Products/Variable Contracts 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 P. Mcdonough.
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