Benjamin Workman
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm 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 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
10 years in the industry.
- Edward JonesDec 2023 to now
- GallagherMay 2023 to Dec 2023
- UnemployedApr 2023 to May 2023
- Williams CompaniesFeb 2023 to Apr 2023
- Mountainwest PipelineDec 2022 to Feb 2023
- UnemployedOct 2022 to Dec 2022
- LumioJan 2022 to Oct 2022
- Collective HealthMar 2020 to Jan 2022
- Strata Fund SolutionsOct 2019 to Feb 2020
- LendingclubJun 2018 to Oct 2019
- Goldman SachsSep 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6678544
- Firm CRD
- 250