J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
3yrs
Based in San Francisco, California, Benjamin Orem is a fiduciary financial advisor with 3 years of industry experience. Benjamin has been with Concorde Asset Management since 2024; before that, Benjamin spent less than a year at J.P. Morgan Private Wealth Advisors. Concorde Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office44 Montgomery Street Suite 1610, San Francisco, CA 94101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$160,496
Advisors at the firm78
States licensed ?1 state
Services through Concorde Asset Management
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
- 2024 – nowConcorde Asset Management, LLCCurrent firm
- May 2023 – Jun 2023J.P. Morgan Private Wealth Advisors LLCPreviously
Contact Benjamin
(248) 824-6710Firm headquarters in Ann Arbor, MI. Ask for Benjamin. 44 Montgomery Street Suite 1610San Francisco, CA 94101Office · Get directions YouTube channelConcorde Asset Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Concorde Asset Management at (248) 824-6710 and ask for Benjamin Orem. Benjamin works from the San Francisco, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Benjamin hold?
Series 66. 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?
Concorde Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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.
Other advisors nearby
Delta Investment Management
47yrs
Top advisor by experience at Delta Investment Management
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco
Raymond James & Associates
47yrs
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Top 1% by experience in San Francisco