Unclaimed
Matthew Lucian Benson is a registered representative with J.p. Morgan Securities LLC and holds a Series 7TO, SIE, and Series 66 licenses. Matthew has been in the financial services industry since April 2019. Previously, Matthew worked at Pruco Securities LLC in Walnut Creek, CA. Matthew is registered in 53 states and the District of Columbia, and is also a registered investment advisor in California and Texas. Matthew's specializations include securities, commodities, options, fixed income, variable life and variable annuities, and mutual funds. Matthew's firm, J.p. Morgan Securities LLC is based in New York, NY and manages over $250 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, labor unions, and insurance companies.
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
CA
03/07/2022 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
03/16/2019 - 10/21/2019
PRUCO SECURITIES, LLC. (Walnut Creek CA)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2019
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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