Valery Bendayan Ostfeld

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 11/2018
  Ubs
  New York, NY
• 11/2018 → 07/2019
  Ft Institutional Llc
  New York, NY
• 11/2018 → 10/2020
  Franklin Templeton Distributors, Inc.
  New York, NY
• 02/2019 → 10/2020
  Franklin Templeton Financial Services Corp
  New York, NY
• 04/2020 → 10/2020
  Templeton Franklin Investment Services,Inc.
  New York, NY
• 07/2019 → 10/2020
  Frk Templeton Companies Llc
  New York, NY
• 08/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2020 → 07/2022
  Unemployed
  New York, NY

Previous Registrations

• 2010-10-04 → 2018-11-29
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
  New York, NY

Other Businesses

Effective 8/1/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-15

Other Names

• Valery Bendayan-Ostfeld
• Valery Bendayan
• Valery Bendayan Ostfeld