Benjamin Beard

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

• 08/2022 → 12/2022
  Imperial Capital
  Los Angeles, CA
• 05/2020 → 08/2020
  Red River Bank
  Alexandria, LA
• 02/2023 → 05/2023
  Center For Energy Studies
  Baton Rouge, LA
• 08/2022 → 10/2023
  Texas Roadhouse, Inc
  Alexandria, LA
• 11/2020 → 06/2021
  Jeff Ruby Culinary Entertainment Inc
  Nashville, TN
• 01/2025 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA
• 01/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 11/2023 → 12/2024
  Unemployed
  Alexandria, LA
• 07/2022 → 12/2022
  Southern Catering
  Alexandria, LA
• 09/2020 → 11/2020
  Unemployed
  Alexandria, LA
• 01/2015 → 04/2019
  Unemployed
  Alexandria, LA
• 05/2019 → 04/2020
  Texas Roadhouse
  Alexandria, LA
• 07/2021 → 06/2022
  Unemployed
  Alexandria, LA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-24

Other Names

• Ben Beard
• Benjamin Wade Beard