Benjamin B Israelsen
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Benjamin B Israelsen? Claim your profile
Contact this firm
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 JonesApr 2026 to now
- VerkadaSep 2025 to Apr 2026
- Redo TechMay 2025 to Jul 2025
- Cross Creek AdvisorsMay 2024 to Aug 2024
- Pelion Venture PartnersMay 2023 to Dec 2023
- Deseret Mutual Benefit Administrators (dmba)May 2022 to May 2023
- Redstone ResidentialAug 2021 to Dec 2021
- Moxie Pest ControlApr 2021 to May 2022
- ByuAug 2020 to Apr 2025
- Missionary Training CenterJun 2020 to Apr 2021
- Ilc Travel OutfittersMay 2020 to Sep 2020
- Church of Jesus Christ of Latterday SaintsAug 2018 to Jun 2020
- Woods Cross High SchoolAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8252140
- Firm CRD
- 250