AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

Joseph I. Benedek

Some features on this profile are disabled
CRD#: 1272499
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Isaac Benedek, who also goes by Joseph I Benedek, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1985. Joseph had worked at 3 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph I Benedek

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 28, 1988 - October 14, 1993

FIRST INVESTORS MANAGEMENT COMPANY, INC.

BD
CRD#: 1844
Past

June 23, 1988 - December 31, 1999

EXECUTIVE INVESTORS CORPORATION

BD
CRD#: 3702
NEW YORK, NY
Past

August 2, 1985 - July 7, 2020

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 7/20/1985
Financial and Operations Principal Examination

Current Firm


FI
FIRST INVESTORS MANAGEMENT COMPANY, INC.
FIRST INVESTORS MANAGEMENT CO INC | FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | FIRST INVESTORS MANAGEMENT COMPANY, INC.

CRD#: 1844 / SEC#: 801-7885, 8-8370

BD
Terminated by SEC on 11/21/1993
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/18/1959
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/29/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST INVESTORS MANAGEMENT COMPANY, INC.

CRD#: 1844

TRUST BUT VERIFY

Monitor Joseph Benedek

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics