UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
22yrs
Jason Bender
Financial advisor at J.P. Morgan Securities
Jason Bender has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Philadelphia, Pennsylvania. After seven years at Wells Fargo Advisors and 14 years at Janney Montgomery Scott, Jason joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top 15% by experience at J.P. Morgan Securities
Office1735 Market Street Suite 3110, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2019 – 2026Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2019Janney Montgomery Scott LLCPreviously
Contact Jason
(800) 999-2000Firm headquarters in New York, NY. Ask for Jason. 1735 Market Street Suite 3110Philadelphia, PA 19103Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jason
Tailored to Jason’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jason Bender. Jason works from the Philadelphia, PA office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2005, about 22 years. Top 15% by experience at J.P. Morgan Securities.
What licenses does Jason hold?
Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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