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Mark Donoghue

J.p. Morgan Institutional Investments Inc.

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About Mark Donoghue

Mark Donoghue is a financial advisor who has been in the industry since November 2005. Mark is currently registered with J.P. Morgan Institutional Investments Inc. in New York, NY. Previously, Mark was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY from 2008-2022. Prior to that, Mark was registered with New England Securities in New York, NY. Mark holds several industry licenses, including Series 6, 7, 24, 63, and 66. Mark has a strong background in the financial services industry and is committed to providing his clients with the highest quality of service.

Firm Information

Mark Donoghue is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

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.

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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Mark Donoghue’s Registration & Firm History

NY

01/25/2022 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

NY

01/16/2008 - 01/14/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/22/2000 - 03/01/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/20/1999 - 09/29/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/14/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/27/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2008

Series 7 - General Securities Representative Examination

BC

Issued 10/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Donoghue.
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