Jay Andrew Bennett
Investment adviser representative at Expand Financial Group, LLC
13 yearsExperience
2 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
13 years in the industry.
- Maury County Public SchoolsAug 2021 to now
- Expand Financial Group, LLCAug 2020 to now
- G.A. Repple & CompanyJul 2016 to Aug 2020
- Roseville Joint Union High School DistrictApr 2014 to Feb 2017
- William Jessup UniversityAug 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TN).
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
- 6690190
- Firm CRD
- 293160