Jeanine M. Benenati

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CRD#: 2894693

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.

Jeanine Marie Benenati, who also goes by Jeanine Marie Condit, Jeanine Marie Condit-benenati, Jeanine Condit-benenati, Jeanine Doherty, was a registered financial professional .

Jeanine is a previously registered financial professional and started their career in finance in 1997. Jeanine had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeanine Marie Condit | Jeanine Marie Condit-Benenati | Jeanine Condit-Benenati | Jeanine Doherty

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.

1. 09/28/2012: EMMITT AND WINSTON ENTERPRISES, LP - Investment Related - Real Estate Rental - President. Passive operation. 2. 09/28/2012: Strategic Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 09/28/2012: EMWIN Management Inc - Investment Related - Real Estate Rental - Time Spent 1%. 4. 2/11/2014: Strategic Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 3% - Sale of non-variable insurance products both through DBA (Strategic Wealth Management, LLC) and as representative and writing agent (Jeanine Benenati). 5. 11/22/2015: ROCKY BEND RANCH, LLC - Not Investment Related - Rocky Bend has 2 locations: 2853 CR3791, Springtown, TX 76082; 1719 CR 4680, Boyd, TX 76023 - Other-Family Business - Started 11/19/2015 - 40 Hours Per/6 Hours Month During Securities Trading - Owner, President. Ranching entity owned by myself & husband. Raise cattle, cutting horses & hay. Have one or two employees for ranch maintenance on staff at all times. Participate in competitive cutting horse events. 6. 5/2/2019 - Strategic Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/24/2014 - 60 Hours Per Month/60 Hours During Securities Trading - I provide investment advisory services through Strategic Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2014. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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

October 3, 2014 - March 4, 2025

STRATEGIC WEALTH MANAGEMENT, LLC

RIA

CRD#: 171908

BEDFORD, TX

Past

October 17, 2012 - November 12, 2014

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

BOYD, TX

Past

October 15, 2012 - March 12, 2025

LPL FINANCIAL LLC

CRD#: 6413

BEDFORD, TX

Past

August 19, 2005 - October 25, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

BEDFORD, TX

Past

August 19, 2005 - October 25, 2012

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BEDFORD, TX

Past

August 7, 2002 - August 23, 2005

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ADDISON, TX

Past

August 7, 2002 - August 23, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 7, 2002 - August 23, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

February 10, 2000 - July 25, 2002

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

DALLAS, TX

Past

February 10, 2000 - July 25, 2002

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

July 8, 1997 - February 9, 2000

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

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".

STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 171908 / SEC#: 801-112757

RIA

Registered Investment Advisory firm - (4/2/2018 Approved)

Texas

Registered Investment Advisory firm - (4/18/2018 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).

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.

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: 3/23/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/15/1998

General Securities Principal Examination

Current Firm

STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 171908 / SEC#: 801-112757

RIA

Registered Investment Advisory firm - (4/2/2018 Approved)

Texas

Registered Investment Advisory firm - (4/18/2018 Terminated)

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Contact information

Main Address

2812 Bedford Road Suite 200, Bedford, TX 76021

Mailing Address

Phone number

(817) 391-1090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	352
AUM (Assets Under Management)	$ 130,513,205

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeanine M. Benenati

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2001

Series 63

Date: 6/19/1997

SIE

Date: 10/1/2018

Series 7

Date: 7/15/1998

Series 6

Date: 6/30/1997

Series 24

Date: 10/15/1998

Current Firm

STRATEGIC WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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