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Mark Radesic

20 Years of Experience
San Jose, CA
1 DisclosureBroker

Mark Radesic is a registered investment advisor, based in San Jose, CA, with 20 years of industry experience.

Location

5448 Thornwood Drive, Suite 102, San Jose, CA, 95123

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History

Regulatory History (1)
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Criminal
June 2002
Final Disposition
Other Business Activities

Mark is an officer (Vice President, Treasurer, President, and Secretary) of WAMG & Co Inc, a support company, dedicating minimal time to it. He also provides support services as an independent contractor for Wealthstone Asset Management Group, spending minimal time on this activity as well.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 3 mos
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
March 2021 - April 2024 · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
March 2021 - April 2024 · 3 yrs 1 mo
Unionbanc Investment Services, LLCBroker
September 2016 - March 2021 · 4 yrs 6 mos
Unionbanc Investment Services, LLC
September 2016 - March 2021 · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2016 · 3 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2016 · 3 yrs 11 mos
Chase Investment Services CORP.
April 2012 - October 2012 · 6 mos
Chase Investment Services CORP.Broker
April 2012 - October 2012 · 6 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLC
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Investments, LLC
October 2008 - January 2011 · 2 yrs 3 mos
Wells Fargo Investments, LLCBroker
October 2008 - January 2011 · 2 yrs 3 mos
Wamu Investments, INC.
December 2005 - October 2008 · 2 yrs 10 mos
Wamu Investments, INC.Broker
December 2005 - October 2008 · 2 yrs 10 mos
UBS Financial Services INC.
March 2005 - December 2005 · 9 mos
UBS Financial Services INC.Broker
March 2005 - December 2005 · 9 mos
State Registrations13 states
CACOFLMIMNNCNJNVNYORTNTXWA
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.