Benjamin Joseph Whalen

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

• 05/2017 → 07/2018
  Edward Jones
  St Louis, MO
• 09/2017 → 05/2018
  Stemworks
  Bloomington, IL
• 08/2016 → 05/2017
  Unemployed
  Bloomington, IL
• 07/2018 → Present
  Edward Jones
  St.LOuis, MO

Other Businesses

Red Wing Public Schools Type of business: Education Red Wing, MN Start date: 1/2/2024 7th Grade Basketball Coach Hours per week: 10 Hours during trading: 0 Lead practices and games in late afternoons/evenings during the week in the months of January and February * Red Wing Public Schools Type of business: Education Red Wing, MN Start date: 11/17/2025 9th Grade Basketball Coach Hours per week: 10 Hours during trading: 0 Lead practices and games in late afternoons/evenings from late November to late February.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-20

Designations

• Certified Financial Planner