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Jeffrey Charles Dibenedetto

Dibenedetto & Associates Ltd.

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About Jeffrey Charles Dibenedetto

Jeffrey Dibenedetto is an investment advisor representative with DiBenedetto & Associates Ltd. based in Loves Park, IL. Jeffrey has over 20 years of experience in the financial services industry. He has a Series 7 and Series 65 licenses and has worked in various roles in the industry. Prior to joining DiBenedetto & Associates Ltd., he worked at FOX & HENRY, INC. and AMCORE INVESTMENT SERVICES, INC. Jeffrey specializes in providing financial planning, portfolio management, and selection of other advisors. He serves high net worth individuals, individuals other than high net worth, and pension and profit sharing plans.

Firm Information

Jeffrey Dibenedetto is currently registered with Dibenedetto & Associates Ltd.. Dibenedetto & Associates Ltd. is an investment advisor based in LOVES PARK, IL. They manage $254,133,884 in total assets, with $238,403,503 of that under discretionary management. They offer financial planning, portfolio management for individuals, and selection of other advisers. They primarily serve high-net-worth individuals and pension and profit-sharing plans.
Dibenedetto & Associates Ltd.

4920 FOREST HILLS ROAD

LOVES PARK, IL 61111

$254.13M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jeffrey Dibenedetto’s Registration & Firm History

IL

08/03/2016 - Present

Dibenedetto & Associates Ltd. (LOVES PARK IL)

IL

01/31/2003 - 03/30/2009

FOX & HENRY, INC. (BURR RIDGE IL)

IL

08/14/1998 - 10/07/2002

AMCORE INVESTMENT SERVICES, INC (ROCKFORD IL)

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Licenses & Designations

IA

Issued 08/03/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Charles Dibenedetto.
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