Dan Benjamin Location
Phoenix, AZ, US
Dan Benjamin Work
- 2025 - now Sr. Planner - Generations @ Edward Jones
- 2020 - 2025 Wealth Advisor @ Charles Schwab
- 2019 - 2025 Private Client Advisor @ Charles Schwab
- 2015 - 2019 Financial Consultant @ Charles Schwab
- 2011 - 2015 Associate Financial Consultant @ Charles Schwab
- 2002 - 2011 High net worth client service @ Vanguard
Dan Benjamin Education
- University of Arizona
BA (Psychology)
1994 - 1999
Dan Benjamin Skills
- Services
- Marketing
- Business Analysis
- Series 7
- Cws
- Series 65
- Investments
- Retirement
- Retirement Planning
- Financial Planning
Dan Benjamin Summary
Dan Benjamin, based in Phoenix, AZ, US, is currently a Sr. Planner - Generations at Edward Jones. Dan Benjamin brings experience from previous roles at Charles Schwab. Dan Benjamin holds a 1994 - 1999 BA in Psychology @ University of Arizona. With a robust skill set that includes Services, Marketing, Business Analysis, Series 7, Cws and more. Dan Benjamin has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Edward Jones Employees
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Kristin Johnson
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Managing Partner at Edward Jones
St. Louis, MO, US25+ -
Maquel Shepperd
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St. Louis, MO, US3 -
Hasan Malik
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New York, NY, US53 -
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Mountain View, CA, US1 -
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St. Louis, MO, US32 -
Jeff Logan
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St. Louis, MO, US35+ -
Edward Smith
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Eric Koestner
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