Marco Acosta (CRD# 2090691) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, NJ and has over 33 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities, LLC | New York, NY | Nov 2014 - Current | 9 |
J.p. Morgan Chase Bank | New York, NY | Sep 2014 - Nov 2014 | < 1 |
J.p. Morgan Institutional Investments Inc. | New York, NY | Jan 2011 - Sep 2014 | 3 |
Jpmorgan Investment Management Inc. | New York, NY | Jan 2011 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1991 |
S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- NJ
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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