Benjamin Robert Blotner
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
3 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
10 years in the industry.
- The Dolphin LoungeJan 2024 to now
- Society for American Baseball ResearchOct 2022 to now
- J.P. Morgan Securities LLCApr 2022 to now
- JPMorgan Chase Bank, N.A.Apr 2022 to now
- Nationwide Investment Services CorpNov 2020 to Apr 2022
- Columbus Jewish NewsMay 2020 to Jan 2024
- Aerotek (contractor With Nationwide)May 2020 to Nov 2020
- Empowered Acquisitions Inc.May 2019 to Aug 2019
- Marc's StoresJun 2017 to Jan 2020
- Lowry Dining Hall, College of WoosterSep 2016 to Dec 2018
- The College of WoosterAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NY, OH, 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
- 7317582
- Firm CRD
- 79