AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JM

Jonathan Martin Maro

BLACKROCK INVESTMENTS
PRINCETON, NJ
·CRD# 6476640·11 years experience

Professional Summary

Jonathan Martin Maro, who also goes by Jonathan Maro, is a registered financial advisor currently at BLACKROCK INVESTMENTS, LLC located in Princeton, New Jersey and BLACKROCK EXECUTION SERVICES located in Princeton, New Jersey. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2015. Jonathan has worked at 2 firms and has passed the Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan Maro

Blog Corner

Similar Advisors

EAST BRUNSWICK, NJ · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

Years of Experience

11 years in the financial services industry

Current & Past Employments

BLACKROCK INVESTMENTS, LLC·CRD# 38642
BD
1 University Square Dr, Princeton, NJ 08540
May 5, 2015 - Present
BLACKROCK EXECUTION SERVICES·CRD# 39438
BD
1 University Square Drive, Princeton, NJ 08540
April 8, 2025 - Present

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

Current Firm

BE
BLACKROCK EXECUTION SERVICES

BARCLAYS GLOBAL INVESTORS SERVICES | BZW GLOBAL INVESTORS SERVICES | BZW BARCLAYS GLOBAL INVESTORS SERVICES | BLACKROCK EXECUTION SERVICES

CRD#: 39438 / SEC#: 8-48719
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

50 Hudson Yards, New York, NY 10001

Mailing Address

1 University Square Drive, Princeton, NJ 08540

Phone Number

(609) 282-3046

Established

California since 08/31/1995

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.SHAREHOLDER—
CONRAD, JESSICA KATHRYNMANAGER7402965
DEVICO, JOSEPH GEORGEMANAGER2808563
HEROLD, MEREDITH LCHIEF EXECUTIVE OFFICER AND DIRECTOR4792340
MARCUS, ZACHARY SETHCHIEF FINANCIAL OFFICER AND FINOP7040433
MARO, JONATHAN MARTINMANAGER6476640
MEADE, CHRISTOPHER JOSEPHCHIEF LEGAL OFFICER6728448
ROSTA, GREGORY MATTHEWCHIEF COMPLIANCE OFFICER5193482
SKOWRONSKI, SCOTT MICHAELCHIEF OPERATING OFFICER5171257
TERRY, ELISE MARIEMANAGER4042345
VILLACORTA, ROLAND ESTEBANMANAGER2566073

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2015About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2016About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Martin Maro's CRS (Customer Relationship Summary).

Similar Advisors

FR
Fernando Rivera

WELLS FARGO CLEARING SERVICES, LLC

EAST BRUNSWICK, NJ · CRD#
JM
Follow Jonathan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required