Benjamin Marion Woodall

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

• 12/2019 → 04/2024
  Fifth Third Bank
  Waxhaw, NC
• 08/2014 → 05/2018
  Appalachian State University
  Boone, NC
• 05/2018 → 12/2019
  Unemployed
  Waxhaw, NC
• 11/2024 → Present
  J.P. Morgan Securities Llc
  Matthews, NC
• 11/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Matthews, NC
• 05/2024 → 10/2024
  Unemployed
  Waxhaw, NC

Previous Registrations

• 2022-07-25 → 2024-04-17
  Fifth Third Securities, Inc.
  Waxhaw, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-25
• S63 Uniform Securities Agent State Law Examination
  2022-05-28

Other Names

• Benjamin Woodall