Jay Bennett, financial advisor Burleson TX

Jay Bennett

CRD Number: 6690190
Current Firm: Expand Financial Group, LLC

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.

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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
Contact Info for Jay A. Bennett
Phone Number: 916-521-5451
Registered State(s):
  • CA
  • TN
Current Firm Details
Expand Financial Group, LLC
Firm's CRD Number: 293160
By the Numbers
  • Total Assets Under Management
    85
    MILLIONS
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $147,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, FL, ID, LA, MT, NV, OH, OR, PA, TN, TX

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