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Jordan Douglas Benold

Benold Financial Planning

Prosper, TX

Georgetown, TX

CRD 7138759

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Employer firm

Benold Financial Planning CRD 134258

$139M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Benold Financial Planning

Georgetown, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-27
  • TX RA
    APPROVED
    Since 2019-06-27

Branch Locations

130 N. Preston Road, Prosper, TX 75078 • United States

Georgetown, TX • 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
Benold Financial Planning Georgetown TX 05/2019 Present
Federal National Mortgage Association Frisco TX 03/2015 05/2019
  • 05/2019 → Present
    Benold Financial Planning
    Georgetown, TX
  • 03/2015 → 05/2019
    Federal National Mortgage Association
    Frisco, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

UNITED ADVISORS AMERICA
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

GREGORY JAY PITTS
LESLIE LYLE PINCOMBE
BRAD CARL MIKSEK

Nearby Offices

UNITED ADVISORS AMERICA · PROSPER, TX
EDWARD JONES · Prosper, TX
EDWARD JONES · PROSPER, TX

More in Prosper, TX

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