Unclaimed
Jared Benson is a financial advisor at Raymond James Financial Services Advisors, Inc. Jared has been working in the financial services industry since July 2015. Jared works with individuals, families, and businesses to develop financial plans and investment strategies. Jared also has experience in providing investment advice to pension and profit-sharing plans. Jared's primary office is located at 1525 Market Street in Dayton, Tennessee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Dayton TN)
TN
02/14/2018 - 01/25/2021
LPL FINANCIAL LLC (DAYTON TN)
TN
07/02/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (DAYTON TN)
BOTH
Issued 09/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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