Benjamin O'connor, financial advisor Boston MA
90 score

Benjamin O'connor

CRD Number: 6051973
Current Firm: J.p. Morgan Securities LLC

Benjamin O'connor (CRD# 6051973) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jefferies LLC Boston, MA Jul 2016 - Current < 1
J.p. Morgan Securities LLC Boston, MA Jun 2014 - Jul 2016 2
Jpmorgan Chase Bank Na Boston, MA Jun 2014 - Jul 2016 2
Barclays Capital New York, NY Jun 2013 - Jun 2014 1
Hfp Capital Markets LLC New York, NY May 2012 - Jun 2013 1
Quinnipiac University Hamden, CT Aug 2008 - May 2012 3
Scarborough High School Scarborough, ME Aug 2005 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Benjamin D. O'connor
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • LA
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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