Benjamin David Klauder

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

• 07/2010 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 07/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 10/2024 → Present
  Dj
  Austin, TX
• 07/2026 → Present
  Bridge With Ben
  Houston, TX

Other Businesses

Entity Name: DJ Investment related: No Address: N/A Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 10/11/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I sometimes get paid to DJ events. I have no business address, it's just myself. Probably do this twice a year. I've been doing it for free before, but would like to get paid going forward. Entity Name: Bridge with Ben Investment related: No Address: youtube.com Nature of the other business: Content Creation Position/Title/Relationship: Owner/Partner Start Date: 07/30/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I teach bridge online. I've reached a number of subscribers where I can monetize it and would like to do so.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-15
• S63 Uniform Securities Agent State Law Examination
  2010-12-29

Other Names

• Benjamin Klauder
• Benjamin D Klauder