Jac A. Bentley

BENTLEY WEALTH MANAGEMENT

MARBLEHEAD, MA 01945

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CRD#: 3075676

Professional summary

Jac Allen Bentley is a registered financial advisor currently at BENTLEY WEALTH MANAGEMENT, LLC located in Marblehead, Massachusetts.

Jac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jac has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jac Allen Bentley'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

October 17, 2014 - Present

BENTLEY WEALTH MANAGEMENT, LLC

Office #1: 114 Washington Street Suite 4, Marblehead, MA 01945

RIA

CRD#: 171458

MARBLEHEAD, MA

Past

January 9, 2013 - June 12, 2013

GLOBALIST CAPITAL, LLC

CRD#: 152786

NEW YORK, NY

Past

February 26, 2009 - December 17, 2010

BROOKSTONE SECURITIES, INC.

CRD#: 13366

LAKELAND, FL

Past

August 15, 2007 - December 14, 2007

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

MARBLEHEAD, MA

Past

July 6, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 6, 1998 - August 16, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MARBLEHEAD, MA

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

Massachusetts
(10/17/2014)

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 66

Date: 4/17/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/2/1998

General Securities Representative Examination

Current Firm

BENTLEY WEALTH MANAGEMENT, LLC

BENTLEY FINANCIAL | BENTLEY WEALTH MANAGEMENT, LLC

CRD#: 171458 / SEC#:

Massachusetts

Registered Investment Advisory firm - (10/17/2014 Approved)

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Contact information

Main Address

89 Front Street Suite 314, Marblehead, MA 01945

Mailing Address

Phone number

(781) 990-0808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 35,000,000

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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Jac A. Bentley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jac Allen Bentley's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTLEY WEALTH MANAGEMENT, LLC

GLOBALIST CAPITAL, LLC

BROOKSTONE SECURITIES, INC.

NEXT FINANCIAL GROUP, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2014

Series 63

Date: 7/20/1998

Series 7

Date: 7/2/1998

Current Firm

BENTLEY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BENTLEY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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