Adviser and broker representative · Jmc Wealth
Mark J. Murphy
CRD 4218727 · Chicago, IL
At a glance
Mark J. Murphy is an investment adviser representative with Jmc Wealth in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2016, about 10 years ago. Mark is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Jmc WealthSince January 2017Chicago, IL · State-registered or not in the SEC’s list
- Sequoia Wealth Management, LLCSince April 2016Chicago, IL · $600M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.