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Benjamin Mccallister

J.P. Morgan Securities LLC

Mckinney, TX

Westerville, OH

Plano, TX

CRD 7626756

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-23
  • TX RA
    APPROVED
    Since 2023-03-23

Branch Locations

Mckinney, TX • United States

370 S Cleveland Ave, Westerville, OH 43081 • United States

8181 Communications Pkwy Bldg A Floor 4, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Plano TX 08/2022 Present
Carrabba's Italian Grill Tallahassee FL 08/2021 07/2022
Myrick Moving Company Llc Tallahassee FL 06/2021 09/2021
Black Dot Marketing Llc Naples FL 11/2017 09/2023
Unemployed Naples FL 08/2012 10/2017
Cabenica Carrollton TX 10/2024 09/2025
  • 08/2022 → Present
    J.P. Morgan Securities Llc
    Plano, TX
  • 08/2021 → 07/2022
    Carrabba's Italian Grill
    Tallahassee, FL
  • 06/2021 → 09/2021
    Myrick Moving Company Llc
    Tallahassee, FL
  • 11/2017 → 09/2023
    Black Dot Marketing Llc
    Naples, FL
  • 08/2012 → 10/2017
    Unemployed
    Naples, FL
  • 10/2024 → 09/2025
    Cabenica
    Carrollton, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-20
S63 Uniform Securities Agent State Law Examination 2022-11-30
  • S65 Uniform Investment Adviser Law Examination
    2023-03-20
  • S63 Uniform Securities Agent State Law Examination
    2022-11-30
Other Names
  • Benjamin Alexander Mccallister

View on SEC IAPD

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