Jess Bennett is a CFP-designated registered investment advisor, based in Oxford, OH, with 23 years of industry experience.
Location
5995 Fairfield Road, Suite 5, Oxford, OH, 45056
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jess operates under the DBA Artisan Square Financial Group, providing financial services since 2017. This takes Jess full-time, with most of the time spent during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2012 - Present · 13 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2012 - Present · 13 yrs 5 mos
Cetera Financial Specialists LLC
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Bennett Financial Advisors, LLC
March 2016 - December 2019 · 3 yrs 9 mos
Lincoln Investment Planning, INC
October 2010 - January 2013 · 2 yrs 3 mos
Lincoln InvestmentBroker
August 2010 - January 2013 · 2 yrs 5 mos
Bennett Financial Advisors, LLC
January 2004 - December 2015 · 11 yrs 11 mos
Horizon Investments LLC
April 2003 - November 2008 · 5 yrs 7 mos
Great American Advisors, INC.Broker
October 2002 - August 2010 · 7 yrs 10 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.