Todd M Bennett

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:

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

Current Employers

Employment History

• 09/1994 → Present
  Edward D. Jones & Co., L.P.
  Alma, MI

Other Businesses

tkbennett, llc Type of business: Farm Riverdale, MI Start date: 6/3/2016 resident agent Hours per week: 3 Hours during trading: 0 Desc: Maintain property. Occasionally sell trees and firewood. tkbennett, llc Type of business: rental property Alma, MI Start date: 6/3/2016 resident agent Hours per week: 1 Hours during trading: 1 We own a condo in Savannah, Ga for our daughters to live in while in college. They will have at least 1 rent paying roommate. We are holding the property in a LLC to limit our personal liability. The only people involved with the LLC is my wife and myself. It will hold no other assets.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29
• S63 Uniform Securities Agent State Law Examination
  1995-01-19

Other Names

• Todd Matthew Bennett