MM
CFP
MM
CFP

Mark Joseph Murphy

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

1017 West Washington Boulevard, Suite 3E, Chicago, IL, 60607-2107

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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 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
January 2017 - Present · 9 yrs 1 mo
Sequoia Wealth Management, LLC
April 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
February 2015 - Present · 11 yrs
Previous Registrations
LPL Financial LLC
March 2016 - October 2020 · 4 yrs 7 mos
State Registrations9 states
CAIAILINMANYTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.