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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bennett? Claim Your ProfileBennett Joseph Jared is a financial advisor with Commonwealth Financial Network. Bennett has been in the financial services industry since July 1992. Bennett has a Series 63, 65, 7, 8, 9 and 10 license. Bennett specializes in working with high-net-worth individuals, corporations, insurance companies, investment companies, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Bennett has experience in financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Commonwealth Financial Network is a registered investment advisor with over 177 billion dollars in assets under management. Commonwealth Financial Network offers financial planning, investment management, retirement planning, and estate planning services. Commonwealth Financial Network's client types include individuals, families, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
09/23/2011 - Present
Commonwealth Financial Network (COOKEVILLE TN)
TN
07/01/2003 - 09/26/2011
WELLS FARGO ADVISORS, LLC (COOKEVILLE TN)
NY
06/27/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/24/1992 - 06/29/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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