John Reece Benevides

Employer firm

Zoe Financial, Inc. CRD 285158

$283M regulatory AUM 20,538 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• REFERRAL SERVICE

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

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

Current Employers

Employment History

• 06/2018 → 08/2018
  Grimaldi's Pizzeria
  Sugar Land, TX
• 05/2019 → 08/2019
  Omnilyf
  Sugar Land, TX
• 05/2020 → 08/2020
  Ameriprise
  The Woodlands, TX
• 05/2021 → Present
  Zoe Financial
  New York, NY
• 08/2016 → 12/2020
  Texas Tech University
  Lubbock, TX
• 03/2021 → 05/2021
  Rething Wealth
  Houston, TX

Designations

• Certified Financial Planner

Other Names

• Reece Benevides