Mark Donohue
Mark Donohue is a registered investment advisor at J.P. Morgan Securities LLC, based in Palm Beach Gardens, FL, with 43 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
3825 Pga Blvd, 8th and 9th Floor, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2022Customer Dispute
February 2008Other Business Activities
Mark is an employee of both JPMorgan Securities and JPMorgan Bank since 2021. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Morgan Stanley
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Tucker Anthony IncorporatedBroker
Gabriele, Hueglin & Cashman INC.Broker
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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