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Benjamin D
Series 63, Series 65
Shorewood, WI
J.P. Morgan Securities
Benjamin Davis III is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. He has been with J.P. Morgan Securities since 2026 and previously held positions at JPMorgan Chase Bank, Associated Bank, Wells Fargo Bank, and several other firms. His prior work experience also includes roles outside the financial industry, such as with Deere and Company and Dick's Sporting Goods. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.
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