Connor Aidan Benson

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

• 05/2019 → 06/2021
  Bbva Securities Inc
  Houston, TX
• 03/2019 → 06/2021
  Compass Bank
  Birmingham, AL
• 03/2019 → 06/2021
  Bbva Compass Insurance Agency Inc.
  Austin, TX
• 07/2018 → 03/2019
  Mcgriff Insurance Services
  Houston, TX
• 05/2016 → 07/2018
  Regions Insurance Group
  Houston, TX
• 06/2021 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 06/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 07/2019 → 06/2021
  Bbva Wealth Solutions
  Houston, TX

Previous Registrations

• 2019-07-31 → 2021-06-08
  Pnc Managed Account Solutions, Inc.
  Houston, TX

Other Businesses

Effective 6/8/2021 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
  2019-07-30

Other Names

• Connor Aidan Benson
• Connor Benson
• Connor A Benson