J. Benjamin Financial, LLC

J. Benjamin Financial, LLC (CRD# 283990) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $22,383,685 in 313 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
757 Johnnie Dodds Blvd, Suite 101, Mount Pleasant, SC 29464
https://www.linkedin.com/company/j.-benjamin-financial
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $71,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, PA, SC

Financial Advisors at J. Benjamin Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Larry Fisher, financial advisor North Charleston SC
Larry T. Fisher
CRD#: 5470246
8421 Dorchester Road, Studio 109-204, North Charleston, SC 29420

Larry Fisher (CRD# 5470246) is an Investment Advisor Representative working at J. Benjamin Financial, LLC in North Charleston, SC and has over 13 years of experience in the finance industry.

2
Jan Kuha, financial advisor Mount Pleasant SC
Jan B. Kuha
CRD#: 5952528
757 Johnnie Dodds Blvd, Suite 101, Mount Pleasant, SC 29464

Jan Kuha (CRD# 5952528) is an Investment Advisor Representative working at J. Benjamin Financial, LLC in Mount Pleasant, SC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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