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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

Jason Lee Bennett

Advisor at EDWARD JONES

BELLA VISTA, AR

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Search this name across graphsid dfx:ria:724a7c43-5091-5c95-edf2-ef1d2ed48cc2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 16, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Aug 16, 1993
First registration: Mar 11, 2017
Dual registered: yes, broker-dealer
IAPD individual key: 2368313

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Nov 29, 2019	n/a	yes	BELLA VISTA, AR	Current employment
TD AMERITRADE, INC.	Former SEC adviser	Feb 27, 2018	Sep 11, 2019	no	ROGERS, AR	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Sep 11, 2019	no	OMAHA, NE\|ROGERS, AR	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Mar 11, 2017	Feb 26, 2018	no	SAINT LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Sep 11, 2019	Feb 27, 2018	-561	Bulk transfer	Other
TD AMERITRADE, INC.	EDWARD JONES	Sep 11, 2019	Nov 29, 2019	79	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: current employment
Nov 29, 2019 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Sep 11, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 27, 2018 to Sep 11, 2019factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 11, 2017 to Feb 26, 2018factForm ADV

Dated events

No dated event names this entity yet.