AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JA

Jonathan G Autrey

BENCHMARK SECURITIES
WINTER PARK, FL
·CRD# 5298378·19 years experience

Professional Summary

Jonathan G Autrey, who also goes by Jonathan Gregory Autrey, is a registered financial advisor currently at BENCHMARK SECURITIES LLC located in Winter Park, Florida. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2007. Jonathan has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan Gregory Autrey

Blog Corner

Similar Advisors

JS
MINNEAPOLIS, MN · CRD#
View profile
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#

Years of Experience

19 years in the financial services industry

Current & Past Employments

BENCHMARK SECURITIES LLC·CRD# 159940
BD
250 S. Park Avenue Suite 380, Winter Park, FL 32789
March 3, 2020 - Present
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Tampa, FL
January 16, 2018 - January 22, 2020
TRUIST SECURITIES, INC.·CRD# 6271
BD
Memphis, TN
July 11, 2013 - November 10, 2017
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Memphis, TN
April 2, 2012 - July 5, 2013
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Memphis, TN
August 14, 2007 - March 14, 2013

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#

Current Firm

BS
BENCHMARK SECURITIES LLC

BENCHMARK SECURITIES LLC | BENCHMARK SECURITIES, LLC

CRD#: 159940 / SEC#: 8-69024
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

250 S. Park Avenue Suite 380, Winter Park, FL 32789

Mailing Address

250 S. Park Avenue Suite 380, Winter Park, FL 32789

Phone Number

(407) 960-2700

Established

Florida since 11/03/2011

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BMKS HOLDINGS, LLCMEMBER—
MADDEN, RAYMOND JAMESCEO, CCO, ER2283328
SEMEL, SCOTT VINCENTHEAD OF SALES & TRADING4823191
YARBROUGH, DANIEL STEPHENCFO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER6115754

Disclosures

Regulatory Event

2

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(3/3/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2007About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Jonathan G Autrey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

MINNEAPOLIS, MN · CRD#
SM
Sean David Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
JC
Jamie Ann Cohen

UBS SECURITIES LLC

NEW YORK, NY · CRD#
Terry D Scipio
Terry D Scipio

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC · CRD#
JA
Follow Jonathan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required