Jonathan BeneckeCRD Number: 6917954
Current Firm: Edward Jones
Jonathan Benecke (CRD# 6917954) is an Investment Advisor Representative working at Edward Jones in Roseville, CA and has over 5 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Edward Jones||St Louis, MO||Mar 2018 - Current||5|
|Mi-jack Products Inc.||Santa Fe Springs, CA||Jul 2013 - Jan 2018||4|
|Flexi-van Leasing Inc.||Long Beach, CA||Mar 2008 - Jul 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management593,127MILLIONS
Total Number of Accounts4,558,331ACCOUNTS
Average Account Value$130,119
- 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
- Pension consulting services
- 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, WY
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