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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Benson is a financial advisor at Fidelity Personal And Workplace Advisors. Jonathan has been in the financial services industry since December 2007. Jonathan holds the Series 66 and Series 7 licenses. Jonathan is registered with the Securities and Exchange Commission (SEC) and is a registered investment advisor in Connecticut, New Hampshire and Texas. Jonathan works with individuals, families, and businesses to develop customized financial plans and investment strategies. Jonathan offers a wide range of financial services, including retirement planning, college savings planning, investment management, and insurance planning. Jonathan is committed to providing his clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
CT
11/29/2017 - 07/31/2024
LPL FINANCIAL LLC (GLASTONBURY CT)
CT
03/05/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
CT
01/26/2010 - 03/11/2015
WADDELL & REED (HAMDEN CT)
CT
01/21/2009 - 12/31/2009
MML INVESTORS SERVICES, INC. (FARMINGTON CT)
CT
02/01/2008 - 12/31/2008
MML INVESTORS SERVICES, INC. (FARMINGTON CT)
CT
10/02/2007 - 01/16/2008
AXA ADVISORS, LLC (STAMFORD CT)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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