Benjamin David Purnell

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

Authority	Category	Status	Date
KS	RA	APPROVED	2022-08-23
TX	RA	APPROVED	2019-03-29

KS RA
APPROVED

Since 2022-08-23
TX RA
APPROVED

Since 2019-03-29

Branch Locations

Overland Park, KS • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2018	Present
Cerner Corporation	Kansas City	MO	05/2013	08/2018

08/2018 → Present

Edward Jones

St Louis, MO
05/2013 → 08/2018

Cerner Corporation

Kansas City, MO

Other Businesses

Rental property Shawnee, KS Start date: 5/15/2025 Owner Hours per week: 1 Hours during trading: 0 Maintains Property Rental property Shawnee, KS Start date: 5/1/2024 Owner Hours per week: 1 Hours during trading: 0 Maintain property Rental property Seattle, WA Start date: 11/1/2024 Owner Hours per week: 3 Hours during trading: 0 Maintain property KT Realty Type of business: Real Estate LLC Enid, OK Start date: 4/2/2014 Manager Hours per week: 5 Hours during trading: 1 Desc: Ensure real estate assets are well managed and run smoothly.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-11

S66 Uniform Combined State Law Examination

2018-10-11

Designations

Certified Financial Planner

View on SEC IAPD