Franz Merkendorfer, financial advisor Aurora IL

Franz Merkendorfer

CRD Number: 6240035
Current Firm: J.p. Morgan Securities LLC

Franz Merkendorfer (CRD# 6240035) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aurora, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Aurora, IL Jun 2023 - Current < 1
Jpmorgan Chase Bank, N.a. Aurora, IL Jun 2023 - Current < 1
Jpmorgan Chase Bank, N.a. Hinsdale, IL Dec 2017 - May 2023 5
Jp Morgan Securities LLC Hinsdale, IL Dec 2017 - Oct 2021 3
Mickeys Linen Villa Park, IL Jan 2017 - Dec 2017 < 1
Unemployed Warrenville, IL Oct 2016 - Jan 2017 < 1
Rj Schaurer & Associates Downsgrove, IL May 2016 - Oct 2016 < 1
Unemployed Warrenville, IL Mar 2016 - Apr 2016 < 1
Country Financial Bloomington, IL Sep 2013 - Feb 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S66 NASAA Uniform Combined State Law Examination Aug 2023
Contact Info for Franz J. Merkendorfer
Phone Number: 800-999-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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