Jordan BenoldCRD Number: 7138759
Current Firm: Benold Financial Planning
Jordan Benold (CRD# 7138759) is an Investment Advisor Representative working at Benold Financial Planning in Prosper, TX and has 1 year of experience in the finance industry. Jordan Benold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|Benold Financial Planning||Georgetown, TX||May 2019 - Current||3|
|Federal National Mortgage Association||Frisco, TX||Mar 2015 - May 2019||4|
|Wingspan Investments||Coppell, TX||Apr 2013 - Mar 2015||1|
|Metropolitan Life Insurance Company||Coppell, TX||Aug 2012 - Apr 2013||< 1|
Total Assets Under Management99MILLIONS
Total Number of Accounts181ACCOUNTS
Average Account Value$545,173
- A percentage of assets under your management
- Hourly charges
- 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
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