James M. Bennett
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you James M. Bennett? 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
14 years in the industry.
- J.P. Morgan Securities LLCMay 2025 to now
- JPMorgan Chase Bank, N.A.May 2025 to now
- UnemployedFeb 2025 to Apr 2025
- Equitable Advisors, LLCOct 2024 to Jan 2025
- Equitable FinancialOct 2024 to Jan 2025
- Coyle ConstructionMar 2022 to Oct 2024
- K&e BuildersMay 2019 to Mar 2022
- Structural Contracting ServicesJan 2019 to May 2019
- Structural Contracting ServicesJun 2018 to Aug 2018
- Providence CollegeSep 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7989965
- Firm CRD
- 79