Jerald Bennett, financial advisor Sellersburg IN

Jerald Bennett

CRD Number: 2321637
Current Firm: Silver Oak Securities, Inc.

Jerald Bennett (CRD# 2321637) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sellersburg, IN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Nov 2019 - Current 4
Bennett & Bennett Financial New Albany, IN Apr 2015 - Current 8
Private Client Services Louisville, KY Apr 2015 - Nov 2019 4
Wells Fargo Advisors LLC Lexington, KY Jan 2010 - Mar 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for Jerald A. Bennett
Phone Number: 731-668-3825
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    10,178
    ACCOUNTS
  • Average Account Value
    $107,319
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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