Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lewis is a financial advisor who has been in the industry since 2003. He is currently registered with J.P. Morgan Securities LLC and holds licenses to operate in both New Jersey and Texas. Mark's previous employers include Barclays Capital Inc., Lehman Brothers Inc., and Goldman, Sachs & Co. He has a wide range of experience in the financial services industry, including experience in investment banking, securities trading, and investment advisory services. Mark's areas of expertise include investment management, financial planning, and pension consulting. He provides services to a variety of clients, including high-net-worth individuals, corporations, and institutions. Mark is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
02/26/2024 - Present
J.p. Morgan Securities LLC (Summit NJ)
NY
09/22/2008 - 03/12/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/26/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/15/1998 - 06/28/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
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
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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
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