Jonathan BenhamCRD Number: 2283257
Current Firm: Bischoff Wealth Management Group, LLC
Jonathan Benham (CRD# 2283257) is an Investment Advisor Representative working at Bischoff Wealth Management Group, LLC in Greenwood, IN and has over 24 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Bischoff Wealth Management Group, LLC||Greenwood, IN||Aug 2019 - Current||2|
|Ben Franklin Wealth||Greenwood, IN||Nov 2017 - Jul 2019||1|
|Mass Mutual||Indiana, IN||Nov 2012 - Nov 2017||5|
|Benham Insurance||Naples, FL||Dec 2010 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management216MILLIONS
Total Number of Accounts684ACCOUNTS
Average Account Value$315,563
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IN, TX
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