Jac Allen Bentley

Employer firm

Bentley Wealth Management, LLC CRD 171458

$38.9M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
INSURANCE

From the firm’s Form ADV. Read the guides:

Current Employers

Bentley Wealth Management, Llc

89 Front Street Suite 314, Marblehead, MA 01945 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2014-10-17

MA RA
APPROVED

Since 2014-10-17

Branch Locations

114 Washington Street Suite 4, Marblehead, MA 01945 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bentley Financial, Llc	Marblehead	MA	01/2008	Present
Globalist Capital, Llc	New York	NY	12/2012	Present

01/2008 → Present

Bentley Financial, Llc

Marblehead, MA
12/2012 → Present

Globalist Capital, Llc

New York, NY

Other Businesses

BENTLEY FINANCIAL - 114 WASHINGTON STREE, SUITE 4. MARBLEHEAD MA. 01945 - INVESTMENT-RELATED - INSURANCE - OWNER, SOLE PROPRIETOR - 09/2007 - 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS. FIXED ANNUITIES, LIFE, DISABILITY, AND LONG TERM CARE INSURANCE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-17
S63	Uniform Securities Agent State Law Examination	1998-07-20

S66 Uniform Combined State Law Examination

2014-04-17
S63 Uniform Securities Agent State Law Examination

1998-07-20

View on SEC IAPD

Employer firm

Current Employers

Bentley Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

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