Benjamin Gregory Piff

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 11/2019 → 08/2020
  Edward Jones
  St Louis, MO
• 04/2015 → 09/2019
  Clive Coffee
  Portland, OR
• 03/2021 → 11/2023
  Fidelity Investments
  Beaverton, OR
• 09/2020 → 02/2021
  Unemployed
  Portland, OR
• 01/2024 → 05/2025
  J.P. Morgan Securities Llc
  Tigard, OR
• 01/2024 → 05/2025
  Jpmorgan Chase Bank, N.A.
  Tigard, OR
• 12/2023 → 12/2023
  Unemployed
  Portland, OR
• 10/2019 → 10/2019
  Unemployed
  Portland, OR
• 05/2025 → Present
  Charles Schwab & Co., Inc.
  Portland, OR
• 05/2025 → Present
  Charles Schwab Bank
  Portland, OR

Previous Registrations

• 2024-01-08 → 2025-06-04
  J.P. Morgan Securities Llc
  Tigard, OR
  Tigard, OR
• 2023-03-28 → 2023-11-20
  Fidelity Personal And Workplace Advisors
  Beaverton, OR
• 2020-01-24 → 2020-09-01
  Edward Jones
  St Louis, MO
  Portland, OR
  Portland, OR
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-16
• S66 Uniform Combined State Law Examination
  2020-01-23

Designations

• Certified Financial Planner

Other Names

• Benjamin Gregory Carter-Piff
• Ben Gregory Piff
• Ben Piff