About this Advisor
Charles Benson is an investment advisor in New Bern, North Carolina. Currently a registered advisor at Edward Jones, they have accumulated 14 years of work experience in the financial advisory industry. Benson maintains Series 63 and Series 66 licenses, qualifying them as a securities agent. Benson is registered to operate based out of North Carolina and Texas. Benson has worked their career at Edward Jones. Edward Jones is headquartered in New Bern, North Carolina, and has 14,439 other offices throughout the nation. In total, Edward Jones oversees $423 billion in assets throughout 3,336,586 accounts and employs more than 25,919 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Benson Work History
Charles has 14 years of experience.
Charles Benson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.