Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Benitez is a registered representative with J.P. Morgan Securities LLC, having joined the firm in February of 2019. Jonathan specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses. He is licensed to offer securities services in the District of Columbia, Maryland and Virginia. Jonathan has passed several industry exams including the Series 63, Series 6TO and the SIE.
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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VA
02/07/2019 - Present
J.p. Morgan Securities LLC (Ashburn VA)
BC
Issued 02/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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