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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

Jeffrey Donald Bennert

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Cumberland, ME | Vieques, PR

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Search this name across graphsid dfx:ria:95c824e9-5bca-8688-11f8-d83840a85be7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2002 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jul 27, 1994
First registration: Oct 1, 2002
Dual registered: yes, broker-dealer
Other names: JEFFREY D BENNERT|Jeff Bennert
IAPD individual key: 2494350

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 27, 2025	n/a	yes	Cumberland, ME\|Vieques, PR	Current employment
NVEST FINANCIAL, LLC	Independent wealth	Jun 13, 2005	Jun 2, 2006	no	KENNEBUNK, ME	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Dec 5, 2002	Sep 5, 2025	no	PORTLAND, ME\|PORTLAND, ME\|Cumberland, ME	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Oct 1, 2002	Dec 17, 2002	no	PORTLAND, ME	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
COMMONWEALTH FINANCIAL NETWORK	NVEST FINANCIAL, LLC	Sep 5, 2025	Jun 13, 2005	-7,389	Firm change after gap	Ibd to RIA
NVEST FINANCIAL, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 2, 2006	Aug 27, 2025	7,026	Firm change after gap	RIA to ibd
RBC CAPITAL MARKETS, LLC	COMMONWEALTH FINANCIAL NETWORK	Dec 17, 2002	Dec 5, 2002	-12	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Aug 27, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Dec 5, 2002 to Sep 5, 2025factForm ADV
→ NVEST FINANCIAL, LLCRegistered adviserregistration: previous registration
Jun 13, 2005 to Jun 2, 2006factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 1, 2002 to Dec 17, 2002factForm ADV

Dated events

Occurred
Sep 5, 2025
Advisor changed firm
Jeffrey Donald Bennert left Commonwealth Financial Network for Nvest Financial, Llc (registered 2005-06-13)
Form ADVobserved 6 days ago