Merrill
47yrs
Top 1% by experience in Naples
9yrs
Mark Warnken
Financial advisor at J.P. Morgan Securities
Based in Naples, Florida, Mark Warnken is a fiduciary financial advisor with 9 years of industry experience. Mark joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office850 Park Shore Dr, Naples, FL 34103
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
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Mark
Local office(239) 263-1325Ask for Mark. (800) 999-2000Main office · New York, NY 850 Park Shore DrNaples, FL 34103Office · 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 (239) 263-1325 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Mark Warnken.
How long has Mark been a financial advisor?
Mark has been in the industry since 2017, about 9 years. 9 years in the industry.
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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