Mark Henderson
Mark Henderson is a registered investment advisor at J.P. Morgan Securities LLC, based in Crestwood, KY, with 6 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
6000 Crestwood Station, Crestwood, KY, 40014
Get directionsHistory
Regulatory History (1)
Criminal
August 2023Other Business Activities
Mark is an owner/partner of Henderson Electronics LLC, an electronics repair business, since 2017. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Fifth Third Securities, INC.Broker
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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