J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
2yrs
Marcus Hirt
Financial advisor at J.P. Morgan Securities
Marcus Hirt is a fiduciary financial advisor in San Francisco, California, with 2 years in the industry. Marcus joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office560 Mission Street, San Francisco, CA 94105
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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Marcus
Local office(415) 315-8282Ask for Marcus. (800) 999-2000Main office · New York, NY 560 Mission StreetSan Francisco, CA 94105Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Marcus
Tailored to Marcus’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Marcus
How do I contact Marcus?
Call Marcus’s local office at (415) 315-8282 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Marcus Hirt.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Marcus hold?
Series 66. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Marcus 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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