Whittaker
Mack

J.P. Morgan Securities LLC

CRD#5426351
Investment Advisor
in New York, NY
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About this Advisor

Whittaker Mack is a certified financial planner located in New York, New York. Currently a registered financial advisor with J.P. Morgan Securities LLC, they have accumulated an impressive 22 years of professional experience. Mack has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Mack is registered to advise clients based out of New Jersey and Texas. During their career, Mack has held roles at Century 21 Grand, Century 21 Gemini, Merrill Lynch, Lpl Financial, Chase Investment Services Corp, J.P. Morgan Securities LLC and Long Creek Group, LLC. J.P. Morgan Securities LLC is headquartered in New York, New York, and has 5,365 other brick-and-mortar locations throughout the nation. Overall, J.P. Morgan Securities LLC oversees $113 billion in assets across 505,984 accounts and retains more than 5,713 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. J.P. Morgan Securities LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

22 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

42 Broadway
New York, NY 10004

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

NY Average: $7,464,549,021
Total Number of Employees

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Whittaker Mack Work History

Whittaker has 22 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2009 - 2010 (1 years)

Lpl Financial

2008 - 2009 (1 years)

Merrill Lynch

2006 - 2010 (4 years)

Century 21 Grand

2006 - 2010 (4 years)

Century 21 Gemini

1996 - Present (23 years)

Long Creek Group, LLC

Disclosures

Whittaker Mack has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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