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Jared Markham

Financial Professional at J.p. Morgan Securities LLC

Santa Monica, CACRD #7203429
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jared Markham is a financial professional associated with J.p. Morgan Securities LLC in Santa Monica, CA, where they have been associated since 2023. They have worked in the securities industry since 2020 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent).

Office

2701 Wilshire Blvd
Santa Monica, CA 90403

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/28/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 4/20/2019
Series 7
General Securities Representative Examination
Passed 12/27/2019
SIE
Securities Industry Essentials Examination
Passed 11/22/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

J.p. Morgan Securities LLCCurrent
7/10/2023 – Santa Monica, CA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1/29/2020 – 6/27/2023Santa Monica, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Nov 2019 – Jun 2023Santa Monica, CA
  2. Bank of America, N.A.
    Nov 2019 – Jun 2023Santa Monica, CA
  3. Santa FE Natural Tobacco Company
    Mar 2013 – Feb 2017Santa Fe, NM
  4. Unemployed
    Mar 2017 – Jul 2017North Hills, CA
  5. Citibank/citigroup
    Aug 2017 – Nov 2019Santa Monica, CA
  6. J.P. Morgan Securities LLC
    Jul 2023 – Aug 2026Santa Monica, CA
  7. JPMorgan Chase Bank, N.A.
    Jul 2023 – Aug 2026Santa Monica, CA
  8. RBC Securities, Inc
    Aug 2026 – no end date reportedBeverly Hills, CA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About J.p. Morgan Securities LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13,759
Offices listed on AdvisorFinder:
25
Main office:
New York, NY
SEC file number:
801-3702

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at J.p. Morgan Securities LLC

Showing 12 of 13,759 in the directory

View J.p. Morgan Securities LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Markham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jared Markham (J.p. Morgan Securities) - Fees & Credentials