John Benedict Utley

Current Employers

Employment History

• 08/2013 → 05/2017
  Pennsylvania State University
  State College, PA
• 07/2017 → 04/2021
  Baker Concrete
  Washington Dc, DC
• 04/2021 → 06/2021
  Unemployed
  Reston, VA
• 06/2021 → 05/2022
  Raymond James Financial Services, Inc.
  Mclean, VA
• 06/2021 → Present
  Sullender Utley Financial Group, Llc.
  Mclean, VA
• 06/2021 → Present
  Steward Partners Investment Advisory, Llc
  Mclean, VA
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Mclean, VA

Other Businesses

1) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: McLean, VA. Nature of the business: Independent RIA. Position: Investment Advisor Representative. Start Date: 06/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide advisory services for clients. 2) Sullender Utley Financial Group (affiliated with Steward Partners) - Investment related: Yes. Address: McLean, VA. Nature of the business: Support Company/DBA (non-owner). Position: Affiliate/Financial Advisor. Start Date: 06/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Provide securities sales and advisory services for clients. 3) National Institute of Transitional Planning Educational Seminars (NITP); Not investment related: City/State: McLean, VA via Zoom; Nature of business: Government Agency Educational Retirement Seminars; Position; Educator; Start date: 10/24/2024; Description of duties: Educate early, mid and late career government employees about planning for retirement: 3 HRS/MO devoted to this activity; 3 HRS/MO devoted to activity during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08

Designations

Other Names

• Ben Utley
• John B. Utley