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Brad Thompson
Bin Nguyen, CFP®
Daniel G. Johnson

Mark W. McConnell, III

Mark McConnell

Vice President

Mark McConnell joined J.P. Morgan Securities in 2009. Mark began his investment career in 1992 with Bear, Stearns & Co. Inc. focusing on investment strategy for institutions. In 1995, Mark joined Merrill Lynch serving institutions and professional investors. Mark earned a B.B.A. from the School of Management and Business at St. Edwards University. Mark has been designated Portfolio Manager in the J.P Morgan Portfolio Manager Program since joining the firm in 2009 and is responsible for the day to day management of equity, fixed income and balanced accounts.

Phone: 214.979.7801
Email: mark.mcconnell@jpmorgan.com

Registered States: CA, CO, FL, GA, IL, LA, MA, MO, NV, NH, NJ, NM, NY, NC, OK, OR, SC, TN, TX, VT, WA

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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