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JB

Jason S. Bennett

AMERICAN CENTURY INVESTMENT SERVICES
Kansas City, MO 64111
Some features on this profile are disabled
CRD#: 2982168
JB

Professional summary

Jason Scott Bennett is a registered financial professional currently at AMERICAN CENTURY INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 3 firms and has passed the SIE, Series 99TO and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Jason Scott Bennett'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

August 6, 2015 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4500 Main Street, Kansas City, MO 64111
BD
CRD#: 17437
Kansas City, MO
Past

December 19, 2007 - July 16, 2015

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
BALTIMORE, MD
Past

April 15, 1998 - October 29, 2007

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC

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

General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 4/6/1998
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AC
AMERICAN CENTURY INVESTMENT SERVICES INC.
AMERICAN CENTURY BROKERAGE | TWENTIETH CENTURY SECURITIES, INC. | PLAZA SECURITIES CORPORATION | AMERICAN CENTURY INVESTMENT SERVICES, INC. | AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437 / SEC#: , 8-35220

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4500 Main Street, Kansas City, MO 64111
Mailing Address
P.o. Box 410141, Kansas City, MO 64141-0141
Phone number
(800) 345-2021
Established
Missouri since 04/18/1962
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN CENTURY COMPANIES, INC.PARENT COMPANY
LUCHINSKY, RICHARD TODDSVP, PRESIDENT2065489
PAK, JOHN DONGJINCLO3226458
REDLINE, CHERYL LOUISETREASURER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5371811
SCHAPPERT, BRIAN JOSEPHSVP, DIRECTOR5362490
SHELTON, AMY DIANECCO2556023
SMITH, RICHARD ANDREWSVP, DIRECTOR6109979
TURNER, MICHAEL RYANDIRECTOR5469914

Disclosures

Regulatory Event2
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437Kansas City, MO 64111

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