Jay Bennett (CRD# 6690190) is an Investment Advisor Representative working at Expand Financial Group, LLC in Burleson, TX and has over 6 years of experience in the finance industry.
CRD# 5252838
Avantax Advisory Services
CRD# 6303332
J.p. Morgan Securities LLC
CRD# 6492477
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Columbia Central High School | Columbia Tennessee, TN | Aug 2021 - Current | 2 |
Expand Financial Group | Burleson, TX | Aug 2020 - Current | 3 |
G.a. Repple & Company | Casselberry, FL | Jul 2016 - Aug 2020 | 4 |
William Jessup University | Rocklin, CA | Aug 2013 - Apr 2017 | 3 |
Roseville Joint Union High School District | Roseville, CA | Apr 2014 - Feb 2017 | 2 |
Youth Basketball Academy | Rocklin, CA | Aug 2013 - Aug 2016 | 3 |
Eich Middle School | Roseville, CA | Jun 2015 - Jun 2016 | 1 |
California Family Fitness | Rocklin, CA | Mar 2016 - May 2016 | < 1 |
Youth Basketball Academy | Rocklin, CA | Jan 2014 - May 2016 | 2 |
Youth Basketball Academy | Rocklin, CA | Aug 2013 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2017 |
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- CA
- TN
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts573ACCOUNTS
-
Average Account Value$147,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, ID, LA, MT, NV, OH, OR, PA, TN, TX
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