Jeffrey Benton, financial advisor Seattle WA

Jeffrey Benton

CRD Number: 2794159
Current Firm: Citigroup Global Markets Inc.

Jeffrey Benton (CRD# 2794159) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Seattle, WA and has over 26 years of experience in the finance industry.

Similar Advisors
Allen Abbott, financial advisor Seattle WA
Allen L. Abbott
CRD# 2538997
Robinswood Financial
Similar Advisors
Nina Abelman, financial advisor Seattle WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
James Abodeely, financial advisor Seattle WA
James J. Abodeely
CRD# 5464276
Sitka Pacific Capital Management, LLC
Company Name Location Dates Years
Citigroup Seattle, WA Aug 2019 - Current 3
Mbsc Securities Corporation Seattle, WA Dec 2014 - Aug 2019 4
Bny Mellon Seattle, WA Dec 2014 - Aug 2019 4
Wells Fargo Advisors LLC Seattle, WA Jan 2011 - Dec 2014 3
Wells Fargo Bank Seattle, WA Dec 1996 - Dec 2014 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Jeffrey Benton
Phone Number: 212-816-6000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    43,883
    MILLIONS
  • Total Number of Accounts
    54,186
    ACCOUNTS
  • Average Account Value
    $809,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.