Jerald Anthony Bennett

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2019
  Private Client Services
  Louisville, KY
• 11/2019 → Present
  Silver Oak Securities Inc
  Jackson, TN
• 04/2015 → Present
  Bennett & Bennett Financial
  New Albany, IN

Previous Registrations

• 2015-04-07 → 2019-11-18
  Private Client Services, Llc
  Corydon, IN
  New Albany, IN
  Louisville, KY
  Lebanon, KY
  Louisville, KY
  Sellersburg, IN
• 2010-02-08 → 2015-04-14
  Wells Fargo Clearing Services, Llc
  Louisville, KY
• 2006-10-18 → 2009-09-15
  Ubs Financial Services Inc.
  Washington, DC
  Weehawken, NJ
  Dallas, TX
• 1999-09-23 → 2006-09-01
  Morgan Stanley Dw Inc.
  Purchase, NY
  Addison, TX

Other Businesses

1. St. John Paul II Catholic School,Is Not Investment Related,"216 Schellers Avenue, , Sellersburg, IN, 47172, United States",School Finance,Committee Member,11/14/2025,1 hours per month,1 hours per month during trading hours,No Compensation Compensation,"Review spending of School - Oversight, etc." 2. BENNETT & BENNETT Financial, 3837 CHARLESTOWN ROAD, NEW ALBANY, IN NON-INVESTMENT RELATED. DBA for Marketing purposes for B/D & RIA Business, and insurance agent business i.e. equity indexed annuities and fixed annuities sales and service, CUSTOMER CONTACT AND SERVICE INQUIRIES. 40 plus hRS PER MONTH, ALL DURING TRADING. 3. Silver Creek Schools Holding Corp., 601 Renz Ave., Sellersburg IN 47172, Board Member, The holding Corporation acts as the official entity that reviews/approves/seeks funding for the physical structures (properties) of the the school corp. not investment related, start date of 4/09/2021, 1 hour per month, 0 hours during trading hours, 4. Speed Park,Is Not Investment Related,"169-175 Indiana Avenue, , Sellersburg, IN, 47172, United States",Community Park,Committee Member,4/23/2025,4 hours per month,0 hours per month during trading hours,No Compensation Compensation,"Acting as a committee member for Speed Park - donations, planning new features, raising awareness, etc."

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-23
• S63 Uniform Securities Agent State Law Examination
  1993-03-19

Other Names

• Tony Bennett
• Tony Bennett
• Ja Bennett
• J Anthony Bennett
• J A Bennett