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Travis Benjamin

Edward Jones

San Carlos, CA

CRD 5007788

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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
CA RA APPROVED 2016-06-10
  • CA RA
    APPROVED
    Since 2016-06-10

Branch Locations

1001 Laurel Street Ste D, San Carlos, CA 94070 • 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
Edward Jones Saint Louis MO 02/2016 Present
Other Businesses

Triumphant Estates, LLC Type of business: Rental Properties Brooklyn, NY Start date: 2/7/2018 Manager Hours per week: 0 Hours during trading: 0 Rental Properties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-19
S63 Uniform Securities Agent State Law Examination 2011-02-18
  • S66 Uniform Combined State Law Examination
    2016-04-19
  • S63 Uniform Securities Agent State Law Examination
    2011-02-18
Designations
  • Certified Financial Planner
Other Names
  • Travis Benjamin
  • Travis Bernard Benjamin

View on SEC IAPD

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