Benjamin J. Brewster

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

• 07/2023 → Present
  Jpmorgan Chase Bank, Na
  Cleveland, OH
• 01/2022 → 05/2022
  Summit Financial Strategies
  Columbus, OH
• 05/2021 → 08/2021
  Fund That Flip
  Cleveland, OH
• 05/2019 → 08/2020
  The Bigfork Summer Playhouse
  Bigfork, MT
• 08/2018 → 12/2020
  University Of Alabama
  Tuscaloosa, AL
• 01/2021 → 04/2021
  Unemployed
  Columbus, OH
• 01/2023 → 06/2023
  Unemployed
  Columbus, OH
• 06/2013 → 07/2018
  Unemployed
  Columbus, OH
• 01/2025 → Present
  Arch City Tax Services, Llc
  Cleveland, OH
• 07/2021 → 12/2021
  Hyre Personal Wealth Advisors
  Columbus, OH
• 07/2023 → Present
  Jpmorgan Securities Llc
  Cleveland, OH
• 08/2022 → 12/2022
  Ci Budros Ruhlin Roe
  Columbus, OH
• 05/2022 → 08/2022
  Valeo Financial Advisors
  Indianapolis, IN

Other Businesses

Entity Name: Arch City Tax Services, LLC Investment related: No Address: https://www.archcitytax.com/ Nature of the other business: Tax Preparation Position/Title/Relationship: Employee/Contractor Start Date: 01/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: A mentor of mine has approached me about seasonal part time work preparing simple tax returns for clients of his Tax Preparation company. This will be remote and on my own time, weekends etc. He'd give me software and access to clients' financial data and I would prepare their form 1040 &related schedules. (not I will not be Filing, just assembling) We're thinking 40-60 hours of work total from now until April 15th .

Exams

• S66 Uniform Combined State Law Examination
  2023-08-25

Other Names

• Ben Brewster
• Benjamin Joseph Brewster