Benjamin M Wuerffel

Current Employers

Employment History

• 11/2009 → Present
  Krier Wealth Management
  Jacksonville, FL
• 01/2011 → Present
  Capital Analysts Incorporated
  Cincinnati, OH
• 01/2001 → Present
  Capital Analysts Of Jacksonville, Inc.
  Jacksonville, FL
• 06/2012 → Present
  Lincoln Investment
  Jacksonville, FL

Previous Registrations

• 2011-06-23 → 2012-06-27
  Cincinnati Analysts, Inc.
  Jacksonville, FL
  Cincinnati, OH

Other Businesses

BLUECLAWS BASEBALL FOUNDATION, INC. POSITION: BOARD MEMBER NATURE: YOUTH BASEBALL INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/03/2015 ADDRESS: 701 RIVERSIDE PARK PLACE, 310, JACKSONVILLE FL 32204 DESCRIPTION: QUARTERLY BOARDMEETINGS CORNERSTONE STUDY GROUP POSITION: President NATURE: Study Group INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/21/2016 ADDRESS: N/A, N/A FL 11111 DESCRIPTION: Participate in bi annual meetings designed to better my professional skills as an advisor. BENJAMIN/LAURA WUERFFEL POSITION: I own the property. NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 3861 Wayland St, Jacksonville FL 32277, United States DESCRIPTION: Owner. It is managed by a third party. CAPITAL ANALYSTS OF JACKSONVILLE, FL INC., DBA REGISTERED BRANCH LOCATION POSITION: Financial Advisor. NATURE: Financial Planning/investments/Insurance/Employee Benefits INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/03/2011 ADDRESS: 8160 Baymeadows Way West, Suite 310, Jacksonville FL 32256, United States DESCRIPTION: Prospecting new clients and servicing existing clients for the purpose of selling financial plans, Investment products and Advisory Services, Insurance Products and Group Employee benefits.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-20

Other Names

• Benjamin Martin Wuerffel