Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benny? Claim Your ProfileBenny Ellerbe is an active investment advisor representative with Edward Jones. Benny has been in the industry since 2006. Benny has passed the Series 66, Series 79, Series 7, Series 9, Series 24, and SIE exams. Prior to working with Edward Jones, Benny has also worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, TCFG WEALTH MANAGEMENT, LLC, U.S. BANCORP INVESTMENTS, INC., PNC INVESTMENTS, LPL FINANCIAL LLC, FIRST CLEARING, LLC, H.D. VEST INVESTMENT SERVICES, and SCOTTRADE, INC. Edward Jones is a registered broker-dealer and investment advisor with approximately $10 billion - $50 billion in assets under management. They provide financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
10/30/2024 - Present
Edward Jones (ST. LOUIS MO)
MO
08/01/2023 - 07/11/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
CA
03/11/2021 - 09/30/2022
TCFG WEALTH MANAGEMENT, LLC (LAGUNA NIGUEL CA)
MO
12/20/2017 - 03/16/2021
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
10/04/2013 - 12/08/2017
PNC INVESTMENTS (CLAYTON MO)
MO
07/01/2011 - 10/10/2013
LPL FINANCIAL LLC (ST. LOUIS MO)
MO
10/04/2010 - 07/01/2011
FIRST CLEARING, LLC (ST. LOUIS MO)
TX
10/04/2010 - 07/01/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
10/04/2010 - 07/01/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
10/04/2010 - 07/01/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
09/03/2009 - 10/01/2010
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
FL
06/25/2007 - 03/09/2009
TD AMERITRADE, INC. (BOCA RATON FL)
MO
10/05/2004 - 08/03/2006
SCOTTRADE, INC. (ST. LOUIS MO)
NJ
07/16/2003 - 08/19/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 07/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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