Bennett Van Schouwen

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

• 06/2018 → 10/2023
  Charles Schwab & Co., Inc.
  Austin, TX
• 05/2017 → 08/2017
  Aflac
  Indianapolis, IN
• 08/2016 → 12/2016
  Indiana Univerty Economics Department
  Bloomington, IN
• 06/2018 → 10/2023
  Charles Schwab Bank Ssb
  Austin, TX
• 10/2023 → Present
  J.P. Morgan Securities Llc
  Fishers, IN
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Fishers, IN
• 08/2014 → 05/2018
  Indiana University Bloomington
  Bloomington, IN

Previous Registrations

• 2019-03-04 → 2023-10-05
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Carlsbad, CA
  Temecula, CA
  Austin, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Other Names

• Bennett Van Schouwen
• Bennett A Van Schouwen