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Benjamin Marion Woodall

J.p. Morgan Securities LLC

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About Benjamin Marion Woodall

Benjamin Marion Woodall is a registered representative of J.p. Morgan Securities LLC. Benjamin is currently registered in North Carolina. Benjamin has been in the securities industry since November 2024. Benjamin has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Benjamin specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Benjamin's office is located at 6450 Weddington Rd in Wesley Chapel, NC. Benjamin is also registered with the Charlotte office of J.p. Morgan Securities LLC at 500 Providence Rd. Benjamin's previous employers include Fifth Third Bank, Appalachian State University, and Crown Builders.

Firm Information

Benjamin Woodall 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 Woodall’s Registration & Firm History

NC

11/22/2024 - Present

J.p. Morgan Securities LLC (Wesley Chapel NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Marion Woodall.
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