linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Van wees

J.p. Morgan Institutional Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Van wees

Mark Van wees is a financial advisor with J.p. Morgan Institutional Investments Inc. Mark is licensed to provide investment advice in 53 states, as well as Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Mark has been in the financial industry since 2021. Mark holds the Series 7TO, Series 6TO, and SIE licenses. Mark has also passed the Uniform Securities Agent State Law Examination.

Firm Information

Mark Van wees 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Van wees’s Registration & Firm History

OH

07/29/2022 - Present

J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)

OH

02/12/2021 - 06/27/2022

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

Not sure if Mark Van wees is right for you?

Licenses & Designations

BC

Issued 10/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/12/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Van wees.
Not sure if Mark Van wees is right for you?