John E. Jones

PERSONAL BENEFIT FINANCIAL

Lakewood, CO 80215

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CRD#: 1612249

Professional summary

John Edgar Jones, who also goes by J Edgar Jones, is a registered financial advisor currently at PERSONAL BENEFIT FINANCIAL located in Lakewood, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 7 firms and has passed the SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J Edgar Jones

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.

Business Name: John Edgar Jones J. Edgar Jones Personal Benefit Financial Investment Related: Yes Address: 870 Kipling St Lakewood CO 80215 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered advisor Start Date: 2/1/2018 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Asset gathering, fact finding, investment advice and insurance counselingBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 8/27/2018 Hours per month: 61% - 70% (97 - 112 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) Duties: Investment Advisor Representative

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edgar Jones's 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

April 4, 2018 - Present

PERSONAL BENEFIT FINANCIAL

Office #1: 870 Kipling Street Suite A And B, Lakewood, CO 80215

RIA

CRD#: 112517

Lakewood, CO

Past

August 27, 2018 - December 31, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

lakewood, CO

Past

August 27, 2018 - December 31, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Lakewood, CO

Past

July 9, 2002 - November 16, 2006

OSAIC WEALTH, INC.

RIA

CRD#: 23131

LAKEWOOD, CO

Past

January 1, 1999 - April 11, 2017

ASSOCIATES IN FINANCIAL PLANNING

RIA

CRD#: 112462

DENVER, CO

Past

May 24, 1993 - August 30, 2018

OSAIC WEALTH, INC.

CRD#: 23131

LAKEWOOD, CO

Past

March 27, 1987 - March 2, 1993

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

March 27, 1987 - June 23, 1993

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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

Colorado
(4/4/2018)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 5/17/1994

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PERSONAL BENEFIT FINANCIAL

CRD#: 112517 / SEC#:

Colorado

Registered Investment Advisory firm - (1/1/1999 Approved)

Louisiana

Registered Investment Advisory firm - (11/23/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

870 Kipling Street Suite A And B, Lakewood, CO 80215

Mailing Address

Phone number

(303) 238-5123

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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John E. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edgar Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL BENEFIT FINANCIAL

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

OSAIC WEALTH, INC.

ASSOCIATES IN FINANCIAL PLANNING

OSAIC WEALTH, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 22

Date: 5/17/1994

Series 6

Date: 3/26/1987

Current Firm

PERSONAL BENEFIT FINANCIAL

Contact information

Documents

Red Flags

Company Information

PERSONAL BENEFIT FINANCIAL

TRUST BUT VERIFY

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