Oxbow Advisors
47yrs
Top advisor by experience in Austin
14yrs
Mark Buchanan
Financial advisor at J.P. Morgan Securities
Mark Buchanan is a fiduciary financial advisor in Austin, Texas, with 14 years in the industry. After seven years at UBS Financial Services and two years at Principal Securities, 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 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 64% of advisors at J.P. Morgan Securities
Office201 W. 5th Street, Suite 1100, Austin, TX 78701
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
- Aug 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2018 – 2025UBS Financial Services Inc.Previously
- 2016 – 2018Principal Securities, Inc.Previously
- 2013 – 2016Capital Client Group, Inc.Previously
Contact Mark
(800) 999-2000Firm headquarters in New York, NY. Ask for Mark. 201 W. 5th Street, Suite 1100Austin, TX 78701Office · 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 J.P. Morgan Securities at (800) 999-2000 and ask for Mark Buchanan. Mark works from the Austin, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2012, about 14 years. More experience than 64% of advisors 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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