Jonathan David Benge

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2017 → Present
  Lpl Financial Llc
  Maple Grove, MN
• 08/2005 → 11/2017
  National Planning Corporation
  Maple Grove, MN
• 03/2002 → Present
  Prg Financial
  Elk River, MN

Previous Registrations

• 2008-06-11 → 2017-11-29
  National Planning Corporation
  Maple Grove, MN
  Maple Grove, MN
  Maple Grove, MN
  Los Angeles, CA
  Shoreview, MN
  Golden Valley, MN

Other Businesses

1. 11/29/2017 - FORESTVIEW HOLDINGS, LLC - Not Investment Related - 7224 FORESTVIEW LANE N MAPLE GROVE MN 55369 - Real Estate Rental - Co-Owner - Start Date 3/25/2010 - 5 Hours Per Month. 2. 11/29/2017 - PRG Financial - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Owner - Start Date 08/1999. 3. 11/29/2017 - Preferred Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 1/11/2018 - PRG - DBA: Preferred Resource Group, aka PRG - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/30/2017 - 0 Hours Per Month. 5. 12/3/2018 - Preferred Resource Group (PRG) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 11/29/2017 - 4 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-09
• S63 Uniform Securities Agent State Law Examination
  1999-07-06

Other Names

• Jonathan David Benge