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Joshua A Bennett

Edward Jones

Riverview, FL

CRD 6924565

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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
FL RA APPROVED 2022-09-19
TX RA APPROVED 2018-12-20
  • FL RA
    APPROVED
    Since 2022-09-19
  • TX RA
    APPROVED
    Since 2018-12-20

Branch Locations

10657 Big Bend Rd, Riverview, FL 33578 • 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 04/2018 Present
Publix Super Markets Inc. Duluth GA 06/2017 03/2018
Publix Super Markets Inc. Peachtree Corners GA 03/2016 06/2017
  • 04/2018 → Present
    Edward Jones
    St Louis, MO
  • 06/2017 → 03/2018
    Publix Super Markets Inc.
    Duluth, GA
  • 03/2016 → 06/2017
    Publix Super Markets Inc.
    Peachtree Corners, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-31
  • S66 Uniform Combined State Law Examination
    2018-05-31
Other Names
  • Joshua Adam Bennett

View on SEC IAPD

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