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J. Benjamin Financial, LLC

Headquartered in MOUNT PLEASANT, SC

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Firm Information

J. Benjamin Financial, LLC is an investment advisor registered with the state of California. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. As of December 31, 2022, the firm had approximately $22,383,685 in regulatory assets under management. J. Benjamin Financial, LLC is also registered with the state of Arizona. The firm's website address is HTTP://WWW.JBENJAMINFINANCIAL.COM and its LinkedIn profile is https://www.linkedin.com/company/j.-benjamin-financial.

J. Benjamin Financial, LLC

$22.38M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

J. BENJAMIN FINANCIAL, LLC has a total of 2 branch locations across the country.
location

NORTH CHARLESTON, SC

location

MOUNT PLEASANT, SC

Advisors at J. Benjamin Financial, LLC

View All 2 Advisors
Unclaimed
Larry Todd Fisher

RA

NORTH CHARLESTON, SC

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Unclaimed
Jan Benjamin Kuha

RA

MOUNT PLEASANT, SC

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Disclosures

There are no public disclosures for J. Benjamin Financial, LLC.

Frequently Asked Questions (8)

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