Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Upper Arlington
6yrs
Benjamin Cross
Financial advisor at J.P. Morgan Securities
Benjamin Cross is a fiduciary financial advisor in Upper Arlington, Ohio, with 6 years in the industry. Benjamin joined J.P. Morgan Securities in 2022, after a year at Thrivent Investment Management. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 41 advisors with offices in Upper Arlington, and one of 36 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office3250 Tremont Road, Upper Arlington, OH 43221
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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.
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
- Oct 2020 – Dec 2021Thrivent Investment Management Inc.Previously
Contact Benjamin
(800) 999-2000Firm headquarters in New York, NY. Ask for Benjamin. 3250 Tremont RoadUpper Arlington, OH 43221Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Benjamin
Tailored to Benjamin’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 Benjamin
How do I contact Benjamin?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Benjamin Cross. Benjamin works from the Upper Arlington, OH office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Benjamin 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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