Jeanine Benenati, financial advisor Bedford TX

Jeanine Benenati

CRD Number: 2894693
Current Firm: Strategic Wealth Management, LLC

Jeanine Benenati (CRD# 2894693) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Management Bedford, TX Apr 2022 - Current < 1
Lpl Financial Bedford, TX Oct 2020 - Current 2
Strategic Wealth Management Bedford, TX Oct 2020 - Apr 2022 1
Strategic Wealth Management LLC Bedford, TX Jan 2019 - Oct 2020 1
Lpl Financial LLC Bedford, TX Sep 2012 - Oct 2020 8
Strategic Wealth Management, LLC Bedford, TX Sep 2014 - Jan 2019 4
Independent Financial Partners (ifp) Bedford, TX Jan 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Jeanine M. Benenati
Phone Number: (817) 391-1090
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $372,341
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

LA, TX, WA

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