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Edward Benecchi

Edward Jones

New Hartford, CT

CRD 7699143

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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
TX RA APPROVED 2023-06-06
CT RA APPROVED 2023-04-04
  • TX RA
    APPROVED
    Since 2023-06-06
  • CT RA
    APPROVED
    Since 2023-04-04

Branch Locations

4 Bridge St Suite 1, New Hartford, CT 06057 • 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 St Louis MO 02/2023 Present
Unemployed Terryville CT 05/2022 02/2023
Town Of Plymouth Terryville CT 01/2020 08/2022
State Of Connecticut Middletown CT 02/2013 12/2020
  • 02/2023 → Present
    St Louis, MO
  • 05/2022 → 02/2023
    Unemployed
    Terryville, CT
  • 01/2020 → 08/2022
    Town Of Plymouth
    Terryville, CT
  • 02/2013 → 12/2020
    State Of Connecticut
    Middletown, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-03
  • S66 Uniform Combined State Law Examination
    2023-04-03
Other Names
  • Edward Benecchi

View on SEC IAPD

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