Jeffrey
Bendis

Good Life Advisors, LLC

CRD#4057468
Investment Advisor
in Mars, PA

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About this Advisor

Jeffrey Bendis is a financial advisor based in Mars, Pennsylvania, working with Good Life Advisors, LLC. Jeffrey has previously held positions at Lpl Financial LLC, Private Advisor Group, LLC, and Good Life Advisors, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jeffrey is part of Good Life Advisors, LLC, which operates out of Mars, Pennsylvania. The firm has 52 offices and 138 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Good Life Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Northpointe Circe
Mars, PA 16046

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,896,014,017

PA Average: $15,833,994,310
Total Number of Employees

138

PA Average: 41
Total Number of Accounts

16,544

PA Average: 3,342
Average Account Size

$175,049

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Bendis Work History

2014 - Present (11 years)

Good Life Advisors, LLC

2013 - Present (12 years)

Lpl Financial LLC

2013 - 2014 (1 year)

Private Advisor Group, LLC

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Disclosures

Please visit the SEC profile of Jeffrey Bendis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Good Life Advisors, LLC

Maxwell Demeritte
Coral Springs, FL
Janette Jolly
Reading, PA
Steven Jones
Morehead City, NC
Charles Elhoff
Reading, PA
Lisa Evans
Reading, PA
Jose Rizal Pangilinan
Bridgeville, PA
Richard Blaha
Reading, PA
Christopher Danner
Round Rock, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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