Benjamin Joseph Lex

Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 03/2020 → Present
  Videojet Technologies
  Wood Dale, IL
• 06/2018 → 03/2020
  Keyence Corporation Of America
  Itasca, IL
• 08/2014 → 05/2018
  Indiana Wesleyan University
  Marion, IN
• 09/2023 → Present
  Fiduciary Financial Advisors
  Grand Rapids, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-22