Benjamyn J. Patrick

TRUEPOINT

Blue Ash, OH 45242

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CRD#: 5961038

Professional summary

Benjamyn Jordan Patrick, CFP® is a registered financial advisor currently at TRUEPOINT, INC. located in Blue Ash, Ohio.

Benjamyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamyn has worked at 2 firms and has passed the Series 66, SIE 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 Benjamyn Jordan Patrick'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

March 15, 2021 - Present

TRUEPOINT, INC.

Office #1: 9999 Carver Road, Blue Ash, OH 45242

RIA

CRD#: 105664

Blue Ash, OH

Past

September 21, 2015 - February 28, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CINCINNATI, OH

Past

April 1, 2015 - February 28, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CINCINNATI, OH

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".

TRUEPOINT, INC.

CRD#: 105664 / SEC#: 801-25433

RIA

Registered Investment Advisory firm - (10/25/1985 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

Kentucky
(8/4/2023)

IAR

Ohio
(3/15/2021)

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: 6/2/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/1/2015

General Securities Representative Examination

Current Firm

TRUEPOINT, INC.

CRD#: 105664 / SEC#: 801-25433

RIA

Registered Investment Advisory firm - (10/25/1985 Approved)

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Contact information

Main Address

9999 Carver Road Suite 200, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 792-6648

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMMAS - ADV PART 2A (7/31/2025)

TRUEPOINT WEALTH - ADV PART 2A (3/31/2025)

TRUEPOINT INSTITUTIONAL - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,863
AUM (Assets Under Management)	$ 5,391,465,030

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/08/2024	Cover Page	Report
10/06/2023	Cover Page	Report
01/11/2023	Cover Page	Report

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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Benjamyn J. Patrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamyn Jordan Patrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUEPOINT, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TRUEPOINT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2015

SIE

Date: 2/28/2017

Series 7

Date: 4/1/2015

Current Firm

TRUEPOINT, INC.

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUEPOINT, INC.

TRUST BUT VERIFY

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