Benjamin Workman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 09/2016
  E*Trade Securities Llc
  Sandy, UT
• 12/2023 → Present
  Edward Jones
  St Louis, MO
• 09/2016 → 06/2018
  Goldman Sachs
  Salt Lake City, UT
• 06/2018 → 10/2019
  Lendingclub
  Lehi, UT
• 10/2019 → 02/2020
  Strata Fund Solutions
  Salt Lake City, UT
• 03/2020 → 01/2022
  Collective Health
  Lehi, UT
• 01/2022 → 10/2022
  Lumio
  Lehi, UT
• 10/2022 → 12/2022
  Unemployed
  Spanish Fork, UT
• 12/2022 → 02/2023
  Mountainwest Pipeline
  Salt Lake City, UT
• 02/2023 → 04/2023
  Williams Companies
  Salt Lake City, UT
• 04/2023 → 05/2023
  Unemployed
  Spanish Fork, UT
• 05/2023 → 12/2023
  Gallagher
  Spanish Fork, UT

Other Businesses

"Benjamin Workman Type: Rental property Date: 05/08/23 Title: Benjamin Workman Trad Hrs: 1 Tot Hrs: 0 Desc: This is rental property we purchased May, 8th 2023. I handle the maintenance and collect rent. City-State: Vineyard UT" * "Namkrow Investments, LLC Type: Rental Property Date: 05/01/23 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: This is an LLC I created with plans to move my rental property into. I have not started the process to move the rental to the LLC yet, but it does exist and eventually the rental will be under the name of the LLC. City-State: Spanish Fork UT" * "Benjamin Workman Type: Rental Unit Date: 06/29/20 Title: Benjamin Workman Trad Hrs: 1 Tot Hrs: 0 Desc: This is a MIL basement apartment in our primary residence that we rent out. I take care of maintenance and collect rent. We have been doing this since July 2020. City-State: Vineyard UT"

Exams

• S66 Uniform Combined State Law Examination
  2024-02-15

Other Names

• Benjamin Matthew Workman
• Benjamin Workman