J.P. Morgan Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Courtney Benavides is a financial advisor in Dallas, Texas. Currently a registered advisor at J.P. Morgan Securities LLC, Benavides has 14 years of experience in the financial advisory industry. Benavides holds Series 66 and Series 63 licenses, qualifying them as a securities agent. Benavides is able to operate in Texas. The advisor has gained experience at Oklahoma State University, Sii/Signator Investors, Academy Sports And Outdoors, Mooyah Burgers, Marcus High School, Jp Morgan Securities LLC, Jpmorgan Chase Bank and North Central Texas College. J.P. Morgan Securities LLC is based out of Dallas, Texas, and operates out of 5,365 additional locations throughout the nation. Overall, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 accounts and retains more than 5,713 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
J.P. Morgan Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Courtney Benavides Work History
Courtney has 14 years of experience.
Jp Morgan Securities LLC
Jpmorgan Chase Bank
North Central Texas College
Academy Sports And Outdoors
Oklahoma State University
Marcus High School
Courtney Benavides has no disclosures.
Please visit their SEC profile for more details.