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Bennett Egerton Conklin

Edward Jones

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About Bennett Egerton Conklin

Bennett Egerton Conklin is a financial advisor at Edward Jones. Bennett has been in the financial services industry since 1994. Bennett has a wide range of experience and knowledge in the financial services industry and is committed to helping clients reach their financial goals. Bennett is a Certified Financial Planner and a Chartered Financial Consultant. Bennett is registered with the Securities and Exchange Commission as a Broker Dealer in the state of Missouri. Bennett is also registered as an Investment Advisor Representative with the Securities and Exchange Commission in the states of Arizona and Texas. In addition to his current position at Edward Jones, Bennett has also worked at other financial institutions in the past including OneAmerica Securities, Saybrus Equity Services, Inc, Centerre Capital LLC, First Heartland Capital, Inc., Princor Financial Services Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Jefferson Pilot Securities Corporation, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company.

Firm Information

Bennett Conklin is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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other

See schedule d - miscellaneous

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Bennett Conklin’s Registration & Firm History

MO

01/03/2022 - Present

Edward Jones (ST LOUIS MO)

AZ

09/03/2013 - 03/13/2015

ONEAMERICA SECURITIES, INC. (SCOTTSDALE AZ)

CT

01/19/2011 - 05/16/2012

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

AZ

07/08/2010 - 01/06/2011

CENTERRE CAPITAL LLC (FOUNTAIN HILLS AZ)

AZ

06/14/2010 - 07/08/2010

FIRST HEARTLAND CAPITAL, INC. (FOUNTAIN HILLS AZ)

AZ

10/10/2008 - 06/07/2010

PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)

AZ

05/03/2006 - 10/09/2008

METLIFE SECURITIES INC. (TEMPE AZ)

AZ

05/03/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (MESA AZ)

AZ

08/22/2003 - 05/11/2006

JEFFERSON PILOT SECURITIES CORPORATION (PARADISE VALLEY AZ)

MA

01/23/1992 - 09/11/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/23/1992 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 10/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/21/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Bennett Egerton Conklin. Review regulatory record here.
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