Brett Benge (CRD# 5806676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Broken Arrow, OK and has over 6 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank | Jenks, OK | Apr 2020 - Current | 4 |
| Legacy Property Services, LLC | Tulsa, OK | Jan 2019 - Current | 5 |
| Jpmorgan Securities LLC | Jenks, OK | Jan 2018 - Current | 6 |
| Jp Morgan Chase Bank N.a. | Jenks, OK | Jan 2018 - Apr 2020 | 2 |
| Legacy Advisory Group, LLC | Broken Arrow, OK | Sep 2015 - Jan 2018 | 2 |
| Unemployed | Broken Arrow, OK | Jun 2015 - Aug 2015 | < 1 |
| Chartmark Investments, Inc. | Tulsa, OK | Oct 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- OK
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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