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Mehmed Markasevic

13 Years of Experience
Edgewater, NJ
1 DisclosureBroker

Mehmed Markasevic is a registered investment advisor at J.P. Morgan Securities LLC, based in Edgewater, NJ, with 13 years of industry experience. Mehmed 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
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

950 River Road, Edgewater, NJ, 07020

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History

Regulatory History (1)
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Financial
December 2019
Final
Other Business Activities

Mehmed is an owner/partner in Dzs Markase Realty LLC, a real estate company, since 2008. He spends minimal time on this activity, which involves purchasing residential real estate.

Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
December 2023 - Present · 2 yrs 10 mos
J.P. Morgan Securities LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2020 - September 2023 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - September 2023 · 3 yrs 8 mos
Wts Proprietary Trading Group LLCBroker
July 2011 - October 2011 · 3 mos
Barclays Capital INC.Broker
September 2008 - July 2009 · 10 mos
Lehman Brothers INC.Broker
April 2005 - September 2008 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2003 - February 2005 · 1 yr 2 mos
Worldco, L.L.C.Broker
June 2002 - December 2002 · 6 mos
Heartland Securities CORP.Broker
September 2001 - January 2002 · 4 mos
Zahr Securities, LLCBroker
July 2001 - September 2001 · 2 mos
State Registrations11 states
CTFLGAMINCNHNJNYPATXVirgin Islands
AdvisorBrokerBoth

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
No exam information available for this advisor.
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