BC
CFP
BC
CFP

Benjamin Crombie

20 Years of Experience
Suisun City, CA
1 DisclosureBroker

Benjamin Crombie is a CFP-designated registered investment advisor at Edward Jones, based in Suisun City, CA, with 20 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

700 Main Street, Suite 103, Suisun City, CA, 94585

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2025
Denied
Employment History
Current Registrations
Edward JonesBroker
January 2024 - Present · 2 yrs 9 mos
Edward Jones
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2012 - February 2024 · 12 yrs 1 mo
LPL Financial LLCBroker
January 2012 - February 2024 · 12 yrs 1 mo
Citigroup Global Markets INC.
November 2007 - December 2011 · 4 yrs 1 mo
Citigroup Global Markets INC.Broker
November 2007 - December 2011 · 4 yrs 1 mo
A. G. Edwards & Sons, INC.
July 2006 - December 2007 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
July 2006 - December 2007 · 1 yr 5 mos
State Registrations19 states
ALAZCACOCTFLHIIDKYMINCNVNYORSCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.