Unclaimed
Benjamin Taylor Greenwell is a registered representative with J.p. Morgan Securities LLC. Benjamin has been in the industry since 2023 and is currently located in Loveland, OH. Benjamin is licensed in Ohio and has passed a number of industry exams including the Series 63, Series 6TO, Series 57TO, and the SIE. Benjamin specializes in a variety of financial products and services. Prior to joining J.p. Morgan Securities LLC, Benjamin was employed by T3 TRADING GROUP, LLC.
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
1
2
OH
09/28/2023 - Present
J.p. Morgan Securities LLC (LOVELAND OH)
NY
05/05/2023 - 08/07/2023
T3 TRADING GROUP, LLC (NEW YORK NY)
BC
Issued 10/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/05/2023
Series 57TO - Securities Trader Exam
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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