Unclaimed
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 with over 7 years of experience in the industry. Jonathan currently works at D.A. Davidson & Co. in Kansas City, MO and has previously held positions at First Bankers' Banc Securities, Inc, Stifel, Nicolaus & Company, Incorporated and Central States Capital Markets, LLC. Jonathan has a strong background in municipal securities and holds Series 7, 52, 50, 63, and SIE licenses.
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.
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.
1
2
MO
03/07/2022 - Present
D.a. Davidson & Co. (KANSAS CITY MO)
KS
08/05/2020 - 02/28/2022
FIRST BANKERS' BANC SECURITIES, INC (OVERLAND PARK, KS)
MO
09/27/2019 - 07/21/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (KANSAS CITY MO)
MO
02/06/2017 - 09/27/2019
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
KS
08/11/2015 - 02/07/2017
CENTRAL STATES CAPITAL MARKETS, LLC (PRAIRIE VILLAGE KS)
BC
Issued 08/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/11/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jonathan Benson is the right advisor for you? Invested Better is here to help.
