Jo Bennett Email & Phone Number
Secondary Growth Leader @ Edward Jones
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Jo Bennett Location
- New York, NY, US
Jo Bennett Work
- Financial Advisor @ (May 2013 - Present)
- Secondary Growth Leader @ (October 2020 - Present)
- Field Trainer @ (March 2020 - Present)
- Culture of Compliance Key Leader @ (October 2023 - December 2024)
- Diversity and Inclusion Leader @ (January 2018 - October 2020)
Jo Bennett Education
- Smith College
Bachelor of Arts (BA)
- Bellport Senior High School
Regents with Honors High School Dimploma
Jo Bennett Skills
- 401k Options
- 403 b
- 529 Plans
- Bonds
- Custodial Accounts
- Disability Insurance
- Dollar Cost Averaging for Stocks
- Estate and Legacy Strategies
- Estate/Legacy Strategies
- Fixed Annuities
- Immediate Annuities
- LTC Insurance
- Permanent Life Insurance
- Personal Line of Credit
- Portfolio & Retirement Plan Reviews
- Profit Sharing Plans
- Retirement Planning
- Roth IRA
- SEP IRA
- Simple IRA
- Stocks
- Term Life
- Traditional IRA
- Trust Services
- Variable Annuities
- Dollar Cost Averaging
- Customer Service
- Financial Analysis
- Portfolio and Retirement Plan Reviews
- Portfolio and Retirement
- 401k Rollovers
- Research
- Microsoft Excel
- Commerce
- Coverdell Accounts
- 457 Plans
- 401k
Jo Bennett Summary
- Jo Bennett, based in New York, NY, US, is currently a Secondary Growth Leader at Edward Jones. Jo Bennett brings experience from previous roles at Edward Jones. Jo Bennett holds a Bachelor of Arts (BA) @ Smith College. With a robust skill set that includes 401k Options, 403 b, 529 Plans, Bonds, Custodial Accounts and more. Jo Bennett has 2 emails and 1 mobile phone numbers on RocketReach.
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