Brett Benge, financial advisor Stillwater OK

Brett Benge

CRD Number: 5806676
Current Firm: J.p. Morgan Securities LLC

Brett Benge (CRD# 5806676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Stillwater, OK and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Jenks, OK Apr 2020 - Current 3
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
Contact Info for Brett Benge
Phone Number: 800-999-2000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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