Benjamin SchlottererCRD 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 3 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Jpmorgan Securities LLC||Columbus, OH||Feb 2014 - Current||3|
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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