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Benjamin Littlefield

Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Edward JonesMar 2026 to now
  2. LPL Enterprise, LLCNov 2024 to Feb 2026
  3. The Prudential Insurance Company of AmericaJul 2024 to Feb 2026
  4. Pruco Securities LLCJun 2024 to Nov 2024
  5. Fsa Advisors IncApr 2024 to May 2024
  6. Fsa Health Insurance AgencyApr 2024 to May 2024
  7. Glp and AssociatesFeb 2024 to Apr 2024
  8. UberJun 2023 to Feb 2024
  9. Pruco Securities LLCMay 2023 to Nov 2023
  10. Bankers Life and CasualtyOct 2022 to May 2023
  11. UpsMar 2022 to Jul 2022
  12. Mercy Hospitals of BakersfieldMay 2015 to Feb 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
7765833
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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