Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Joel Bennett is a financial advisor currently registered with Edward Jones. Jason has been in the financial industry since 1999 and has held previous roles at PRUCO SECURITIES, LLC., PACIFIC SELECT DISTRIBUTORS, INC., ALLSTATE DISTRIBUTORS, L.L.C., AFD, INC., VAN KAMPEN FUNDS INC., and OLDE DISCOUNT CORPORATION. Jason has a wide range of experience and holds both Series 63 and Series 66 state registrations as well as Series 7, Series 26, and Series 52 licenses. Jason is currently licensed to conduct business in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Michigan, Missouri, North Carolina, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin.
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
IL
10/11/2021 - Present
Edward Jones (West Dundee IL)
NJ
06/18/2013 - 05/17/2017
PRUCO SECURITIES, LLC. (NEWARK NJ)
IL
03/28/2011 - 05/07/2013
PACIFIC SELECT DISTRIBUTORS, INC. (CHICAGO IL)
IL
10/04/2002 - 05/04/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
06/03/1999 - 10/04/2002
AFD, INC. (NORTHBROOK IL)
TX
07/08/1998 - 03/10/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MI
08/13/1997 - 07/02/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 06/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Bennett is the right advisor for you? Invested Better is here to help.
