Charles
Benson

Edward Jones

CRD#5083705
Investment Advisor
in New Bern, NC

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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

Series 63, Series 66

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1316 Commerce Drive Suite D
New Bern, NC 28562

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NC Average: $11,469,110,461
Total Number of Employees

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC Average: $343,232

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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.

2006 - Present (15 years)

Edward Jones

Disclosures

Charles Benson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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.

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