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JM

John Mark Merrill Jr

REAGAN SECURITIES
ATLANTA, GA
·CRD# 7044100·7 years experience

Professional Summary

John Mark Merrill JR, who also goes by John Mark Merrill, is a registered financial advisor currently at REAGAN SECURITIES, INC. located in Atlanta, Georgia. John is registered as a RR (Registered Representative) and started their career in finance in 2019. John has worked at 1 firm and has passed the Series 63, Series 79TO and SIE 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

John Mark Merrill

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

REAGAN SECURITIES, INC.·CRD# 156034
BD
3495 Piedmont Road, Ne Building 10, Suite 920, Atlanta, GA 30305
October 21, 2019 - Present

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Current Firm

RS
REAGAN SECURITIES, INC.

DANE EQUITIES, INC. | REAGAN SECURITIES, INC.

CRD#: 156034 / SEC#: 8-68760
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

3495 Piedmont Road, Ne Building 10, Suite 920, Atlanta, GA 30305

Mailing Address

3495 Piedmont Road, Ne Building 10, Suite 920, Atlanta, GA 30305

Phone Number

(404) 869-2593

Established

Georgia since 11/16/2010

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (33 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
REAGAN CONSULTING, INCOWNER—
AGERTON, DEBORAH LYNNFINOP/PFO/POO4460597
BLACKMAN, JEANINE MARIECHIEF COMPLIANCE OFFICER4051920
DEITZ, BRIAN JOHNCEO / PRESIDENT6195297
STIPE, KEVIN MICHAELCOO/TREASURER/SECRETARY AND PRINCIPAL1390642

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
District of Columbia
(11/15/2022)
RR
Georgia
(8/10/2020)
RR
New York
(7/15/2022)
RR
Virginia
(7/15/2022)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2020About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Oct 2019About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2019About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Mark Merrill JR's CRS (Customer Relationship Summary).

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