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Benjamin Lloyd Grant

J.p. Morgan Securities LLC

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About Benjamin Lloyd Grant

Benjamin Lloyd Grant is a financial professional who has been in the industry since 2014. Benjamin currently holds a Series 79, Series 63 and SIE license, and is registered with J.P. Morgan Securities LLC. Benjamin has been registered with 53 state regulators in the US, most recently in February 2020. Benjamin works in the Chicago, Illinois office of J.P. Morgan Securities LLC. Benjamin's current employment with J.P. Morgan Securities LLC began in June 2014. J.P. Morgan Securities LLC has more than $50 billion in assets under management. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services.

Firm Information

Benjamin Grant is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Benjamin Grant’s Registration & Firm History

IL

06/30/2014 - Present

J.p. Morgan Securities LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 07/07/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Lloyd Grant.
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