Jeffrey BentonCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|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|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
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