Mark Murphy is a CFP-designated registered investment advisor at Jmc Wealth, based in Chicago, IL, with 11 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial plans for beginners — $1,200 to $2,000, designed for younger individuals starting their careers and addressing budgeting, debt management, and basic savings strategies.
- Financial plans for wealth accumulation — $2,000 to $4,000, suited for clients in their 30s and 40s focusing on growing wealth, education funding, and insurance needs.
- Pre-retirement and retirement plans — $4,000 to $7,000, tailored for clients aged 50 and older addressing retirement, estate distribution, tax strategies, and long-term care options.
- Personal and business advisory plans — $7,000 to $25,000, designed for established business owners with company revenues over $1 million, covering complex personal and business succession planning.
Location
1017 West Washington Boulevard, Suite 3E, Chicago, IL, 60607-2107
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is involved with JMC Wealth Management, Inc. as a DBA for LPL business and a registered investment advisor, dedicating about 10-20% of his time to financial planning and consulting. He also spends minimal time on non-variable insurance through Sequoia Financial Network.
Employment History
Current Registrations
Jmc Wealth
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations10 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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