Marlon E. Somersall
Also appears in the source record as: Marlon Esomersall; Marlon E Somersall; Marlon E Somersall Sr; Marlon Elvin Somersall; Marlon Somersall
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- SIESeries 31Series 7Series 6Series 65Series 63
- Registered states (53)
- Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 18
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (22)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedAtlanta, GA · IA capacityOct 10, 2017 → Apr 24, 2025
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedAtlanta, GA · BC capacityOct 10, 2017 → Apr 24, 2025
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National Asset Management, Inc.Atlanta, GA · IA capacitySep 5, 2017 → Sep 28, 2017
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National Securities CorporationAtlanta, GA · BC capacityJul 19, 2017 → Sep 28, 2017
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Wells Fargo Advisors, LLCDunwoody, GA · IA capacityMar 21, 2014 → Sep 17, 2015
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Wells Fargo Advisors, LLCDunwoody, GA · BC capacityMar 21, 2014 → Sep 17, 2015
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Transamerica Financial Advisors, Inc.Alpharetta, GA · IA capacityJan 3, 2014 → Mar 13, 2014
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Transamerica Financial Advisors, IncAlpharetta, GA · BC capacityJan 3, 2014 → Mar 13, 2014
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Morgan Stanley & Co. IncorporatedNew York, NY · IA capacityJun 23, 2008 → Nov 4, 2008
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Morgan Stanley & Co. IncorporatedNew York, NY · BC capacityJun 18, 2008 → Nov 4, 2008
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Colonial Asset Management IncDunwoody, GA · IA capacityJul 10, 2006 → Dec 5, 2007
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Colonial Brokerage, Inc.Dunwoody, GA · BC capacityJun 15, 2006 → Dec 5, 2007
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Banc Of America Investment Services, Inc.Atlanta, GA · IA capacityDec 17, 2004 → May 5, 2006
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Banc Of America Investment Services, Inc.Boston, MA · BC capacityDec 16, 2004 → May 5, 2006
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Ids Life Insurance CompanyMinneapolis, MN · BC capacityJul 21, 2004 → Sep 28, 2004
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American Express Financial Advisors Inc.Minneapolis, MN · BC capacityJul 21, 2004 → Sep 28, 2004
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Citicorp Investment ServicesLong Island City, NY · BC capacityDec 4, 2002 → Jul 8, 2004
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Pruco Securities CorporationNewark, NJ · BC capacityOct 24, 2000 → Feb 27, 2002
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.