Jeffry D. Benoit

FIDUCIENT ADVISORS LLC

CHICAGO, IL 60661

Some features on this profile are disabled

CRD#: 1481306

Professional summary

Jeffry David Benoit, who also goes by Jeff David Benoit, is a registered financial advisor currently at FIDUCIENT ADVISORS LLC located in Chicago, Illinois.

Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jeffry has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff David Benoit

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.

CROWN FINANCIAL INC; INVESTMENT RELATED; LOCATED AT 1920 RECKINGER RD, AURORA, IL 60502; USED TO BE RIA, FILE ANNUAL CORP STATEMENT WITH STATE OF IL TO KEEP ACTIVE REGISTRATION IN CASE OF FUTURE USE, BUT NOT ACTIVE AND NO CLIENTS; PRESIDENT; APPROXIMATELY 0 HOURS PER MONTH DEVOTED TO BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry David Benoit's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

November 8, 2000 - Present

FIDUCIENT ADVISORS LLC

Office #1: 500 W. Madison Street Suite 1700, Chicago, IL 60661

RIA

CRD#: 106720

CHICAGO, IL

Past

August 31, 2000 - December 15, 2004

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

September 7, 1995 - August 25, 2000

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

ELMHURST, IL

Past

July 1, 1994 - September 6, 1995

FOUNDATION INVESTORS SECURITIES CORP.

CRD#: 35541

Past

September 4, 1990 - July 7, 1994

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

February 12, 1990 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

Past

January 30, 1990 - March 3, 1990

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

May 23, 1988 - February 13, 1990

J. T. MORAN & CO., INC.

CRD#: 15655

Past

February 2, 1987 - June 1, 1988

SHERWOOD CAPITAL, INC.

CRD#: 10474

Past

April 25, 1986 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDUCIENT ADVISORS LLC

DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA

Registered Investment Advisory firm - (3/27/1995 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/8/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/30/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/6/1995

General Securities Principal Examination

Current Firm

FIDUCIENT ADVISORS LLC

DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA

Registered Investment Advisory firm - (3/27/1995 Approved)

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

500 W Madison Street Suite 3260, Chicago, IL 60661-4593

Mailing Address

Phone number

(312) 853-1000

Established

Firm type

Fiscal year end

# of Employees

218

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIENT ADVISORS LLC PART 2A (11/25/2025)

Regulatory assets under management

Total Number of Accounts	1,150
AUM (Assets Under Management)	$ 67,638,977,771

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/30/2024	Cover Page	Report
11/14/2023	Cover Page	Report
01/23/2023	Cover Page	Report

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.

Similar Advisors

Michael Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

Jaime Villalobos

WILLIAM BLAIR

IAR

Chicago, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffry D. Benoit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry David Benoit's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

LASALLE ST SECURITIES, L.L.C.

FOUNDATION INVESTORS SECURITIES CORP.

WELLS FARGO CLEARING SERVICES, LLC

BLUNT ELLIS & LOEWI INCORPORATED

GRUNTAL & CO., L.L.C.

J. T. MORAN & CO., INC.

SHERWOOD CAPITAL, INC.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

FIDUCIENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/1995

Series 63

Date: 11/30/1987

Series 7

Date: 4/19/1986

Series 24

Date: 3/6/1995

Current Firm

FIDUCIENT ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIENT ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors