Jane Benjes, financial advisor Hunt Valley MD

Jane Benjes

CRD Number: 6801400
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jane Benjes (CRD# 6801400) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD May 2017 - Current 7
Clearwater Management, Inc. Bel Air, MD Apr 2015 - May 2017 2
Towson University Towson, MD Jan 2013 - Dec 2016 3
Harford County Public Schools Bel Air, MD Sep 2012 - Jul 2015 2
Leslie's Pool Supplies Bel Air, MD Apr 2009 - Mar 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Jane F. Benjes
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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