Unclaimed
Benjamin John Schwenk is a financial advisor with J.P. Morgan Securities LLC. Benjamin holds a Series 63, Series 79TO, and SIE licenses. Benjamin's firm is registered with FINRA and the state of New York. J.P. Morgan Securities LLC is an SEC Registered Investment Advisor specializing in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension plans. The firm manages over $249 billion in assets, with a focus on providing personalized financial planning, portfolio management, and pension consulting services. Benjamin's experience and the firm's extensive resources are available to help you achieve your financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
08/04/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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