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Mark Aaron haynes Benz

J.p. Morgan Securities LLC

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About Mark Aaron haynes Benz

Mark Aaron Haynes Benz is a financial advisor with J.p. Morgan Securities LLC, working out of the Chicago, IL branch. Mark has been in the industry since 2009. Mark holds Series 6, 7, 63, and 66 licenses and is a Certified Financial Planner. The individual is registered in 27 states and the District of Columbia for both Broker-Dealer and Investment Advisor activities. Mark has experience with various investment services, including financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.

Firm Information

Mark Benz 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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Mark Benz’s Registration & Firm History

IL

02/07/2017 - Present

J.p. Morgan Securities LLC (CHICAGO IL)

CA

09/10/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (ORANGE CA)

CA

11/03/2009 - 08/24/2012

CHASE INVESTMENT SERVICES CORP. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 01/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2009

Series 6 - Investment Company Products/Variable Contracts 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 are no public disclosures for Mark Aaron haynes Benz.
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