Benjamin Franz Gilbert

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

• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 06/2026 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 09/2021 → 05/2026
  Bbva
  New York, NY
• 08/2020 → 09/2021
  Gfi Group
  New York, NY
• 01/2020 → 07/2020
  Unemployed
  Newark, DE
• 08/2016 → 12/2019
  University Of Delaware
  Newark, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-26
• S63 Uniform Securities Agent State Law Examination
  2025-12-12

Other Names

• Benjamin Franz Gilbert
• Benjamin Franz Gilbertiii
• Benjamin Franz Gilbert-Tarafa