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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Regal Investment Advisors 3 years Aug 2013 - Present
J2 Capital Management, Inc. (152964) 6 years, 3 months Jun 2010 - Present
Benedict Asset Management, LLC 4 years, 10 months Feb 2007 - Dec 2011
Commonwealth Financial Network 3 years, 5 months Feb 2007 - Jul 2010
Ids Life Insurance Company 9 years Feb 1998 - Feb 2007
American Express Financial Advisors Inc. 9 years Feb 1998 - Feb 2007
Are You
John Eric Benedict?
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Designations & Memberships

  • American Association of Individual Investors
    Membership
    American Association of Individual Investors
    The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.

Articles and Answers

Insights by John Benedict

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 25, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jun 7, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Aug. 25, 2016
    • $76.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 220
      number of clients
    • $345.5K
      Estimated Average Account Balance Per Client

J2 Capital Management, Inc.

Last updated on Aug. 3, 2016
    • $105.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 821
      Accounts
    • $128.8K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

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