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JB

Jonathan W. Benham

BISCHOFF WEALTH MANAGEMENT GROUP
Greenwood, IN 46142
Some features on this profile are disabled
CRD#: 2283257
JB

Professional summary

Jonathan William Benham, who also goes by Jon Benham, Jonathan Benham, is a registered financial advisor currently at BISCHOFF WEALTH MANAGEMENT GROUP, LLC located in Greenwood, Indiana.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jon Benham | Jonathan Benham

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) - RIA

Click below to view Jonathan William Benham'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

September 5, 2019 - Present

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Office #1: 107 North State Road 135 Suite 207, Greenwood, IN 46142
RIA
CRD#: 171652
Greenwood, IN
Past

June 1, 2009 - December 17, 2010

MORGAN STANLEY

RIA
CRD#: 149777
NAPLES, FL
Past

June 1, 2009 - December 17, 2010

MORGAN STANLEY

BD
CRD#: 149777
NAPLES, FL
Past

March 24, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
FT. LAUDERDALE, FL
Past

March 6, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
FT. LAUDERDALE, FL
Past

November 9, 2004 - March 10, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NAPLES, FL
Past

October 19, 2004 - March 10, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NAPLES, FL
Past

March 27, 2001 - October 20, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NAPLES , FL
Past

October 25, 2000 - October 20, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 30, 1997 - September 20, 2000

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

February 22, 1995 - September 20, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
BW
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
ALCIPION WEALTH MANAGEMENT, LLC | BISCHOFF WEALTH MANAGEMENT GROUP, LLC

CRD#: 171652 / SEC#: 801-106594

RIA
Registered Investment Advisory firm - (9/3/2015 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
Indiana
(9/5/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/22/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/23/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/24/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/21/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
ALCIPION WEALTH MANAGEMENT, LLC | BISCHOFF WEALTH MANAGEMENT GROUP, LLC

CRD#: 171652 / SEC#: 801-106594

RIA
Registered Investment Advisory firm - (9/3/2015 Approved)
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Contact information

Main Address
107 North State Road 135 Suite 207, Greenwood, IN 46142
Mailing Address
Phone number
(317) 851-9718
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (3/13/2025)
DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts713
AUM (Assets Under Management)$ 195,994,528

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

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

CRD#: 171652Greenwood, IN 46142

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