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Benjamin Goebert
19 Years of Experience
Beverly Hills, CA
1 DisclosureBroker
Benjamin Goebert is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Closed-No Action
Other Business Activities
Benjamin is an employee of both JPMorgan Securities and JPMorgan Bank since 2018. As an employee of JPMorgan Bank, he can offer bank products and services, including deposit and credit products.
Employment History
Current Registrations
Morgan StanleyBroker
June 2025 - Present · 11 mos
Morgan Stanley
June 2025 - Present · 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
May 2018 - June 2025 · 7 yrs 1 mo
J.P. Morgan Securities LLC
May 2018 - June 2025 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - May 2018 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - May 2018 · 7 yrs 8 mos
TD Ameritrade, INC.
June 2008 - July 2010 · 2 yrs 1 mo
Amerivest Investment Management, LLC
June 2008 - July 2010 · 2 yrs 1 mo
TD Ameritrade, INC.Broker
June 2008 - July 2010 · 2 yrs 1 mo
Commerce One Financial INC.Broker
October 2006 - March 2008 · 1 yr 5 mos
State Registrations30 states
AZCACOCTDCFLGAHIIAILMAMDMEMIMONCNJNVNYOHOKORRISCTNTXUTVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.