Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
34yrs
Mark Beach
Financial advisor at J.P. Morgan Securities
Based in Palo Alto, California, Mark Beach is a fiduciary financial advisor with 34 years of industry experience. Mark has been with J.P. Morgan Securities since 2024; before that, Mark spent six years at J.P. Morgan Private Wealth Advisors and ten years at Merrill. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 2% by experience at J.P. Morgan Securities
Office2100 EL Camino Real, Palo Alto, CA 94306
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2019 – 2025J.P. Morgan Private Wealth Advisors LLCPreviously
- 2009 – 2019MerrillPreviously
- 2003 – 2009Banc of America Investment Services, Inc.Previously
- 1999 – 2003MerrillPreviously
Contact Mark
(800) 999-2000Firm headquarters in New York, NY. Ask for Mark. 2100 EL Camino RealPalo Alto, CA 94306Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Mark Beach. Mark works from the Palo Alto, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1992, about 34 years. Top 2% by experience at J.P. Morgan Securities.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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