Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
2yrs
Benjamin Davis
Financial advisor at J.P. Morgan Securities
Based in Bethesda, Maryland, Benjamin Davis is a fiduciary financial advisor with 2 years of industry experience. Benjamin has been with J.P. Morgan Securities since 2025; before that, Benjamin spent less than 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 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office4701 Sangamore Rd Suite M2, Bethesda, MD 20816
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Jan 2025 – Jun 2025Thrivent Investment Management Inc.Previously
Contact Benjamin
(800) 999-2000Firm headquarters in New York, NY. Ask for Benjamin. 4701 Sangamore Rd Suite M2Bethesda, MD 20816Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Davis. Benjamin works from the Bethesda, MD office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2025, about 2 years. 2 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?
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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