Benjamin Brietstein

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

• 06/2015 → 08/2019
  Camp Takajo
  Naples, ME
• 12/2020 → 05/2021
  Ripplematch
  New York, NY
• 06/2021 → 08/2021
  Pacer Financial
  Malvern, PA
• 12/2021 → 08/2022
  Quantitative Systems
  Roslyn, NY
• 05/2022 → 08/2022
  Summit Trail Advisors
  New York, NY
• 08/2018 → 05/2023
  Binghamton University, State University Of New York
  Binghamton, NY
• 07/2023 → 05/2026
  Wellington Shields & Co., Llc
  New York, NY
• 06/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2023 → 06/2023
  Unemployed
  New York, NY

Previous Registrations

• 2026-01-13 → 2026-05-15
  Wellington Shields Capital Management, Llc
  New York, NY

Other Businesses

Effective 6/1/2026 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
  2025-03-04

Other Names

• Benjamin Logan Brietstein