Benjamin R. Schuman

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

• 08/2014 → 05/2018
  University Of Miami
  Miami, FL
• 05/2018 → 07/2018
  Unemployed
  Westfield, NJ
• 07/2018 → 08/2022
  Cit Group Inc.
  New York, NY
• 03/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2024 → 02/2026
  Lifesci Advisors
  New York, NY
• 09/2022 → 02/2024
  Prospect Capital Management
  New York, NY
• 03/2024 → 09/2024
  Unemployed
  New York, NY
• 06/2017 → 08/2017
  Cerebus Capital Management
  New York, NY

Other Businesses

Effective 3/2/2026 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
  2026-05-21
• S63 Uniform Securities Agent State Law Examination
  2019-03-22

Other Names

• Benjamin Ross Schuman