Jeffrey P. Benson

FRONTIER FINANCIAL PARTNERS

Aledo, TX

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CRD#: 1966840

Professional summary

Jeffrey Pippin Benson, who also goes by Jeff Benson, is a registered financial advisor currently at FRONTIER FINANCIAL PARTNERS, LLC located in Aledo, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Benson

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.

ONE RESOURCE GROUP (INSURANCE MARKETING ORGANIZATION)SINCE 2003, INSURANCE SALES - 10-20 HOURS PER MONTH; INSURANCE COMMISSIONS. American Alternative Investments; Investment related : Yes; AAI Global, 8470 Allison Point Blvd., Suite 250 Indianapolis, IN 46250; Provider of Alternative Financial Services Solutions; Marketing Partner; Introduce prospective clients to AAI alternative investment solutions.; 2018-04-13; Hours devoted to business during trading hours : 10; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business : 10.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Pippin Benson'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

August 12, 2005 - Present

FRONTIER FINANCIAL PARTNERS, LLC

RIA

CRD#: 136465

Aledo, TX

Past

October 6, 2006 - November 3, 2008

OMNI BROKERAGE, INC.

CRD#: 16878

BRENTWOOD, TN

Past

January 28, 2004 - August 31, 2005

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 5685

NEWARK, NJ

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

Florida
(8/26/2011)

IAR

Kentucky
(2/4/2011)

IAR

South Dakota
(3/2/2021)

IAR

Tennessee
(8/12/2005)

IAR

Texas
(5/20/2008)

IAR

Virginia
(3/3/2010)

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: 8/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/9/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/16/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 10/7/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/28/2003

General Securities Principal Examination

Current Firm

FRONTIER FINANCIAL PARTNERS, LLC

BENSON & THOMAS WEALTH MANAGEMENT, LLC | FRONTIER FINANCIAL PARTNERS, LLC

CRD#: 136465 / SEC#:

Florida

Registered Investment Advisory firm - (8/26/2011 Approved)

Kentucky

Registered Investment Advisory firm - (2/4/2011 Approved)

South Dakota

Registered Investment Advisory firm - (3/1/2021 Approved)

Tennessee

Registered Investment Advisory firm - (8/12/2005 Approved)

Texas

Registered Investment Advisory firm - (5/20/2008 Approved)

Virginia

Registered Investment Advisory firm - (3/3/2010 Approved)

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Contact information

Main Address

Aledo, TX

Mailing Address

Phone number

(615) 482-6060

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	318
AUM (Assets Under Management)	$ 44,721,563

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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Advisor Monitoring

Firm Stability Insights

Jeffrey P. Benson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Pippin Benson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OMNI BROKERAGE, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

OSAIC FS, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

NYLIFE SECURITIES LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

SECURIAN FINANCIAL SERVICES, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/1999

Series 63

Date: 8/9/1991

Series 7

Date: 7/19/1999

Series 6

Date: 8/16/1989

Series 51

Date: 10/7/2003

Series 24

Date: 7/28/2003

Current Firm

FRONTIER FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FRONTIER FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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