Jeffrey Benson, financial advisor Aledo TX

Jeffrey Benson

CRD Number: 1966840
Current Firm: Frontier Financial Partners, LLC

Jeffrey Benson (CRD# 1966840) is an Investment Advisor Representative working at Frontier Financial Partners, LLC in Aledo, TX and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Frontier Financial Partners, LLC Aledo, TX Oct 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Jeffrey P. Benson
Phone Number: 615-482-6060
Registered State(s):
  • SD
  • TX
  • VA
Current Firm Details
Frontier Financial Partners, LLC
Firm's CRD Number: 136465
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $128,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, KY, SD, TN, TX, VA

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