Jonathan Benham, financial advisor Greenwood IN

Jonathan Benham

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Jonathan W. Benham
Phone Number: (317) 851-9718
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    684
    ACCOUNTS
  • Average Account Value
    $315,563
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, IN, TX

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