Benjamin Schlotterer, financial advisor Columbus OH
89 score

Benjamin Schlotterer

CRD Number: 6124343
Current Firm: J.p. Morgan Securities LLC

Benjamin Schlotterer (CRD# 6124343) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Columbus, OH Feb 2014 - Current 2
Pruco Securities LLC Columbus, OH Aug 2012 - Feb 2014 1
The Prudential Insurance Company Of America Columbus, OH Aug 2012 - Feb 2014 1
Subway Columbus, OH Sep 2010 - Feb 2013 2
Local Valet Columbus, OH Aug 2012 - Oct 2012 < 1
Fckh8 Columbus, OH Dec 2010 - Jan 2011 < 1
Subway Milan, OH Jun 2010 - Sep 2010 < 1
Full Time Student At The Ohio State University Columbus, OH Sep 2009 - Jun 2010 < 1
Subway Milan, OH Jun 2009 - Sep 2009 < 1
Full Time Student At The Ohio State University Columbus, OH Sep 2008 - Jun 2009 < 1
Subway Milan, OH Apr 2008 - Sep 2008 < 1
Mcdonald's Milan, OH Jul 2006 - Apr 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Benjamin A. Schlotterer
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
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
89
Clean Record
This advisor has a clean track record with regulators.

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