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Benjamin Rose

Edward Jones

Cary, IL

Vernon Hills, IL

CRD 6993063

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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 2025-03-26
IL RA APPROVED 2022-07-01
  • TX RA
    APPROVED
    Since 2025-03-26
  • IL RA
    APPROVED
    Since 2022-07-01

Branch Locations

Cary, IL • United States

3 W Hawthorn Pkwy 195, Vernon Hills, IL 60061-1446 • 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
Geometry Global Akron OH 06/2015 06/2018
Bank Of America/Merrill Lynch Northbrook IL 07/2018 06/2022
Edward Jones St Louis MO 07/2022 Present
  • 06/2015 → 06/2018
    Geometry Global
    Akron, OH
  • 07/2018 → 06/2022
    Bank Of America/Merrill Lynch
    Northbrook, IL
  • 07/2022 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-22
  • S66 Uniform Combined State Law Examination
    2018-10-22
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Dorau

View on SEC IAPD

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