Andrew BensonCRD Number: 5365347
Current Firm: Edward Jones
Andrew Benson (CRD# 5365347) is an Investment Advisor Representative working at Edward Jones in Amherst, NH and has over 4 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Advanced Portfolio Design, LLC
|Edward Jones||St Louis, MO||Oct 2012 - Current||4|
|Forrester Research||Cambridge, MA||Jan 2011 - Jul 2012||1|
|Institute For Trend Research||Concord, NH||Jan 2010 - Dec 2010||< 1|
|San Jose State University||San Jose, CA||Aug 2008 - Dec 2009||1|
|Center For Vision And Values||Grove City, PA||Nov 2006 - Aug 2008||1|
|Grove City College||Grove City, PA||Aug 2004 - May 2008||3|
|Northwestern Mutual||Zionsville, IN||May 2007 - Aug 2007||< 1|
|Office Of Congressman Burton||Washington, DC||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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