Jeffrey Alan Benson

Current Employers

Employment History

• 11/1989 → 06/2023
  Royal Alliance Associates, Inc.
  Sycamore, IL
• 01/2006 → Present
  Jeffrey A. Benson
  Bartlett, IL
• 06/2023 → Present
  Osaic Wealth, Inc.
  Sycamore, IL

Other Businesses

1- JEFFREY A. BENSON, INVESTMENT RELATED, 1205 DEKALB AVE. SYCAMORE, IL 60178, OWNER, START DATE: 1/1/1988, 10 HRS MONTH, 5 HRS MONTH DURING SECURITIES TRADING, ACT AS AGENT AND ADVISE CLIENTS ON THE PURCHASE OF VARIOUS TYPES OF INSURANCE PRODUCTS. 2- BENSON ADVISORY SERVICES & ASSET MANAGEMENT, INVESTMENT RELATED, 1205 DEKALB AVE. SYCAMORE, IL 60178, OWNER, START DATE: 1998, 15 HRS MONTH, 10 HRS MONTH DURING SECURITIES TRADING, CLIENTS MAY RETAIN MY SERVICES ON A FEE BASIS TO PROVIDE FINANCIAL PLANNING IN ANY OR ALL OF MY AREAS OF CONCENTRATION. I ALSO MAY ACT AS A SOLICITOR AND REFER CLIENTS TO THIRD PARTY MONEY MANAGERS. 3- OSAIC WEALTH, INC., INVESTMENT RELATED, 1205 DEKALB AVE. SYCAMORE, IL 60178, OWNER, START DATE: 1998, 15 HRS MONTH, 10 HRS MONTH DURING SECURITIES TRADING, CLIENTS MAY RETAIN MY SERVICES ON A FEE BASIS TO PROVIDE FINANCIAL PLANNING IN ANY OR ALL OF MY AREAS OF CONCENTRATION. I ALSO MAY ACT AS A SOLICITOR AND REFER CLIENTS TO THIRD PARTY MONEY MANAGERS. 4- JEFFREY A. BENSON, NOT INVESTMENT RELATED, 1353 BAY MEADOWS DRIVE BARTLETT, IL 60103, OWNER, START DATE: 1/1/2006, 10 HRS MONTH, 0 DURING SECURITIES TRADING HRS, TAX PREPARATION. 5- PLANWEALTH, INC., INVESTMENT RELATED, 1205 DEKALB AVE. SYCAMORE, IL 60178, FINANCIAL ADVISOR, START DATE: 1/1/1988, 0 HRS MONTH, 0 HRS MONTH DURING SECURITIES TRADING, SHELL COMPANY (PLANWEALTH INC.) USED AS BUSINESS NAME ONLY. NO BUSINESS GOES THROUGH THIS DBA. 6. CHURCH COUNCIL MEMBER POSITION: Church Council Member At Large NATURE: 503(C) INVESTMENTS RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 1044 Congress, Bartlett IL 60103, United States DESCRIPTION: Provide Input as to the Congregation Policies. 7. JEFFREY A. BENSON POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 1353 Bay Meadows, Bartlett IL 60103, United States DESCRIPTION: Provide federal and state income tax preparation for individuals.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-08

Designations