Benjamin Pablo Guerra davis
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Benjamin Pablo Guerra davis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- UnemploymentMay 2026 to Jul 2026
- VanguardDec 2021 to May 2026
- UnemploymentSep 2021 to Dec 2021
- Bank of America/merrill LynchMay 2021 to Sep 2021
- Crossmark IncSep 2019 to Oct 2020
- Allied Millennial PartnersJun 2018 to Jul 2018
- Barcelona Intl Water Polo AcademyJun 2017 to Aug 2017
- The University of ArizonaJun 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7037507
- Firm CRD
- 79