Joseph Drew Bennett
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Edward JonesApr 2026 to now
- The Vanguard Group, Inc.Apr 2023 to Apr 2026
- UnemployedJan 2023 to Mar 2023
- Codeup AcademyMay 2022 to Dec 2022
- Northwestern Mutual Wealth Management CompanyOct 2017 to Jul 2022
- Northwestern Mutual Investment Services LLCApr 2017 to Jul 2022
- Northwestern Mutual Life Insurance CompanyJun 2016 to Jul 2022
- University of HoustonAug 2015 to Dec 2016
- Keller WilliamsJan 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn 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
- 6624963
- Firm CRD
- 250