Mark BeatiniMark Beatini, CFP®Associate
About Mark
Mark Beatini is an Associate at J.P. Morgan Wealth Management.
As a member of the team, he provides operational and client service support for high-net-worth individuals and their families. Mark's responsibilities include onboarding new families, portfolio trading, and providing high touch service while helping clients reach their financial goals. He has a reputation for managing day-to-day activities in a steady and experienced manner.
As a CERTIFIED FINANCIAL PLANNER® professional Mark is also passionate about developing holistic plans for clients, helping them navigate their futures. He holds FINRA Series 7 and 66 Securities licenses.
A two-time graduate of the Rutgers Business School, Mark earned his bachelor degree in Business Management in 2012 and then later pursued his M.B.A. part-time, graduating with a concentration in Finance and Strategy in 2020. Mark originally joined J.P. Morgan in 2015 before moving with his former team to First Republic in 2020. He has over 10 total years of experience in the financial services industry.
In his free time, Mark is a passionate sports fan, especially when it comes to his favorite professional teams, the Green Bay Packers and New York Mets. He also enjoys traveling and has recently taken up the game of tennis.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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