Jeanine
Benenati

Strategic Wealth Management, LLC

CRD#2894693
Investment Advisor
in Bedford, TX

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About this Advisor

Jeanine Benenati is a financial advisor based in Bedford, Texas, working with Strategic Wealth Management, LLC. Jeanine has previously held positions at Lpl Financial LLC, Independent Financial Partners (Ifp), Strategic Wealth Management, LLC, Strategic Wealth Management, Strategic Wealth Management LLC, and Lpl Financial. Jeanine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jeanine is part of Strategic Wealth Management, LLC, which operates out of Bedford, Texas. The firm has 5 employees and manages assets totaling $117.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Strategic Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2812 Bedford Road Suite 200
Bedford, TX 76021

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Strategic Wealth Management, LLC Brokerage Details

Total Assets Under Management

$117,839,908

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

338

TX Average: 2,315
Average Account Size

$348,639

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jeanine Benenati Work History

2022 - Present (2 years)

Strategic Wealth Management

2020 - Present (4 years)

Lpl Financial

2020 - 2022 (2 years)

Strategic Wealth Management

2019 - 2020 (1 year)

Strategic Wealth Management LLC

2014 - 2019 (5 years)

Strategic Wealth Management, LLC

2013 - 2014 (1 year)

Independent Financial Partners (Ifp)

2012 - 2020 (8 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Jeanine Benenati 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 Strategic Wealth Management, LLC

Jeanine Benenati
Bedford, TX
Matthew Condit
Bedford, TX
Michael Hornung
Bedford, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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