John Reece Benevides
Investment adviser representative at Zoe Financial, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$283.5MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Zoe Financial, Inc.May 2021 to now
- Rething WealthMar 2021 to May 2021
- AmeripriseMay 2020 to Aug 2020
- OmnilyfMay 2019 to Aug 2019
- Grimaldi's PizzeriaJun 2018 to Aug 2018
- Texas Tech UniversityAug 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Zoe Financial, Inc.
$283.5MAssets managed
1,689Clients
8Advisers
6 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
- 7255060
- Firm CRD
- 285158