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Benito Frank Vattelana

Edward Jones

Hagerstown, MD

CRD 5351528

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-21
MD RA APPROVED 2007-08-29
  • TX RA
    APPROVED_RES
    Since 2014-08-21
  • MD RA
    APPROVED
    Since 2007-08-29

Branch Locations

19405 Emerald Sq Suite 1200, Hagerstown, MD 21742-3637 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2007 Present
Other Businesses

HEALTH AND HEALING CENTER / WAYNESBORO, PA / TYPE OF BUSINESS - PROFESSIONAL HEALTH SPA / POSTION HELD - OWNER/THERAPIST / DATE STARTED - 9/1/2005 / 5 HOURS TOTAL - 0 HOURS DURING TRADING HOURS / OWN BUT SELLING UPON COMPLETION OF TRAINING. * Landon's Puzzle Pieces Type of business: Applied for Non_Profit Waynesboro, PA Start date: 11/1/2023 President Hours per week: 10 Hours during trading: 0 This is a non-profit to help special needs in communities around the country. * dDandb1021pa LLC Type of business: LLC Rental Property Company Waynesboro, PA Start date: 12/13/2024 President Hours per week: 3 Hours during trading: 0 My wife and I opened this LLC as an opportunity to own property. *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-09
  • S66 Uniform Combined State Law Examination
    2007-08-09
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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