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Mark Boriskin

17 Years of Experience
Austin, TX
Broker

Mark Boriskin is a registered investment advisor at J.P. Morgan Securities LLC, based in Austin, TX, with 17 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

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

405 Colorado St, Floor 25 & 24, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark is an owner/partner in Pitforbrainsatx, a food seasoning company focused on BBQ since 2023. He dedicates minimal time to this venture, which includes a competition BBQ team, BBQ sauces/rubs, and Instagram promotions.

Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
April 2022 - Present · 4 yrs 1 mo
J.P. Morgan Securities LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Bbva Wealth Solutions INC.
February 2015 - May 2021 · 6 yrs 3 mos
Bbva Securities INC.Broker
February 2015 - May 2021 · 6 yrs 3 mos
J.P. Morgan Securities LLCBroker
June 2013 - March 2014 · 9 mos
J.P. Morgan Securities LLC
June 2013 - March 2014 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - May 2013 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - May 2013 · 2 yrs 3 mos
Wells Fargo Investments, LLC
June 2006 - November 2010 · 4 yrs 5 mos
Wells Fargo Investments, LLCBroker
June 2006 - November 2010 · 4 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Mark Boriskin - Financial Advisor | TrueAdvisor