Merrill
46yrs
Top advisor by experience in Palm Beach
20yrs
Mark Markowski has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Palm Beach, Florida. Mark joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 249 advisors with offices in Palm Beach, and one of 240 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 20% by experience at J.P. Morgan Securities
Office205 Royal Palm Way, Palm Beach, FL 33480
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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
- Jul 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Mark
Local office(561) 838-8700Ask for Mark. (800) 999-2000Main office · New York, NY 205 Royal Palm WayPalm Beach, FL 33480Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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 Mark’s local office at (561) 838-8700 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Mark Markowski.
How long has Mark been a financial advisor?
Mark has been in the industry since 2007, about 20 years. Top 20% by experience at J.P. Morgan Securities.
What licenses does Mark hold?
Series 63, Series 66. 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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