Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jedrej is an Investment Advisor Representative with Benchmark Financial Wealth Advisors LLC. Thomas is based in Boca Raton, FL, and has been registered with FINRA since May 2024. Thomas's experience includes a variety of roles in the financial industry, most recently with TD Bank in Toronto. Thomas holds the Series 65 license. Thomas specializes in providing financial planning, portfolio management services for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Project based fees- research fee for alternatives
1
2
FL
05/13/2024 - Present
Benchmark Financial Wealth Advisors LLC (BOCA RATON FL)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Thomas Jedrej is the right advisor for you? Invested Better is here to help.
