Courtney
Benavides

J.P. Morgan Securities LLC

CRD#6344900
Investment Advisor
in Dallas, TX
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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

Series 66, Series 63

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

18320 Preston Road
Dallas, TX 75252

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

TX Average: $7,464,549,021
Total Number of Employees

5,713

TX Average: 88
Total Number of Accounts

505,984

TX Average: 3,892
Average Account Size

$222,350

TX Average: $1,917,921

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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.

2016 - Present (3 years)

Jp Morgan Securities LLC

2016 - Present (3 years)

Jpmorgan Chase Bank

2014 - 2016 (2 years)

Sii/Signator Investors

2012 - 2012 (0 years)

North Central Texas College

2011 - 2011 (0 years)

Academy Sports And Outdoors

2010 - 2014 (4 years)

Oklahoma State University

2010 - 2010 (0 years)

Mooyah Burgers

2004 - 2010 (6 years)

Marcus High School

Disclosures

Courtney Benavides has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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