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Martin William Youmaran

J.p. Morgan Securities LLC

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About Martin William Youmaran

Martin William Youmaran is a financial advisor with over 20 years of experience in the financial services industry. Martin is currently registered with J.P. Morgan Securities LLC. In the past, Martin has been associated with firms such as Bankers Life Securities, Inc., SF Investments, Inc., and Web Street Securities, Inc. Martin holds several licenses, including Series 7, Series 55, Series 63, and Series 66. Martin has also been a part of the financial services team at JPMorgan Chase Bank, N.A..

Firm Information

Martin Youmaran 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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Martin Youmaran’s Registration & Firm History

CA

09/18/2023 - Present

J.p. Morgan Securities LLC (TURLOCK CA)

CA

08/29/2023 - 10/05/2023

BANKERS LIFE SECURITIES, INC. (Modesto CA)

CA

11/16/2018 - 01/03/2022

J.P. MORGAN SECURITIES LLC (MODESTO CA)

IL

06/27/2001 - 09/05/2018

SF INVESTMENTS, INC. (HIGHLAND PARK IL)

IL

05/24/2000 - 06/28/2001

WEB STREET SECURITIES, INC. (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 04/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX 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

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, 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 3 public disclosures for Martin William Youmaran. Review regulatory record here.
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