JB
JB

Jared Benson

10 Years of Experience
Dayton, TN
Broker

Jared Benson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dayton, TN, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1525 Market Street, Dayton, TN, 37321

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History

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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLC
February 2018 - January 2021 · 2 yrs 11 mos
LPL Financial LLCBroker
February 2018 - January 2021 · 2 yrs 11 mos
Invest Financial Corporation
September 2015 - February 2018 · 2 yrs 5 mos
Invest Financial CorporationBroker
July 2015 - February 2018 · 2 yrs 7 mos
State Registrations2 states
GATN
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.