JB
Jonathan Benham
from Bischoff Wealth Management Group, LLC
Jonathan Benham is a financial advisor based in Indiana, Greenwood,
with 27 years of experience. Jonathan currently works for
Bischoff Wealth Management Group, LLC.
Jonathan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jonathan Benham works at Bischoff Wealth Management Group, LLC
Bischoff Wealth Management Group, LLC is a financial advisory firm based in Greenwood, Indiana. It currently has approximately $183,177,087 of assets under management and employs about 6 people. Bischoff Wealth Management Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
107 North State Road 135, Suite 207, Greenwood, Indiana, 46142
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