David Jay Bennett
Investment adviser representative at Expand Financial Group, LLC
20 yearsExperience
11 statesRegistered in
$113.5MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Expand Ministry, LLCApr 2021 to now
- Expand Financial Group, LLCApr 2018 to now
- G.A. Repple & CompanySep 2006 to Apr 2018
- David Bennett, Inc.Mar 2006 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, FL, LA, NV, OH, OR, PA, TN, TX, WA).
Expand Financial Group, LLC
$113.5MAssets managed
320Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2648958
- Firm CRD
- 293160