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Marc Shenker

J.p. Morgan Securities LLC

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About Marc Shenker

Marc Shenker is a financial advisor with J.P. Morgan Securities LLC. Marc has been in the financial industry since 2018 and has a Series 6, Series 63 and Series 65. Marc has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Marc is committed to providing clients with personalized financial advice and guidance. Marc's previous experience includes Citizens Securities, Inc. and NYLife Securities LLC.

Firm Information

Marc Shenker 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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Marc Shenker’s Registration & Firm History

NJ

02/15/2024 - Present

J.p. Morgan Securities LLC (Voorhees NJ)

NJ

07/13/2021 - 01/19/2024

CITIZENS SECURITIES, INC. (CHERRY HILL NJ)

PA

11/03/2018 - 07/07/2021

NYLIFE SECURITIES LLC (BALA CYNWYD PA)

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Licenses & Designations

IA

Issued 08/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Shenker.
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