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JB

Jeanine M. Benenati

CRD#: 2894693
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JB
Jeanine Marie Benenati

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"?
No

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.
The advisor shows no other business activity.

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

BD
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

BD
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

BD
CRD#: 4095
NEW YORK, NY
Past

August 7, 2002 - August 23, 2005

MSI FINANCIAL SERVICES, INC.

BD
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.

BD
CRD#: 15296
ST. PAUL, MN
Past

July 8, 1997 - February 9, 2000

WS GRIFFITH SECURITIES, INC.

BD
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".
SW
STRATEGIC WEALTH MANAGEMENT, LLC
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)

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/23/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/15/1998
General Securities Principal Examination

Current Firm


SW
STRATEGIC WEALTH MANAGEMENT, LLC
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)
Loading...

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
4

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 (3/9/2026)

Regulatory assets under management


Total Number of Accounts353
AUM (Assets Under Management)$ 157,762,701

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


STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 171908

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Contact information


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