Amy Bennett

Advisor at Edward Jones

Updated today

Location

Martinsville, IN 46151

Credentials

CFP®, Series 66

Industry experience

8 years

About

Amy Bennett is a financial advisor with Edward Jones in Martinsville, Indiana. She holds the CFP® designation and Series 66 license and has eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at the M.S.D. of Martinsville. Outside of her advisory role, she owns a business rental property and leases her office building to another financial advisor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

109 W Washington St

Martinsville, IN 46151

Most active in

Indiana

Work history

Edward Jones

2017 - Present (9 years)

M.S.D. of Martinsville

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

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Options & derivatives strategies Passive / index investing
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Series 65

Greenwood, IN

Benham Advisory Group

Kyle Benham is a financial advisor at Benham Advisory Group with a Series 65 credential and four years of industry experience. He has held roles at Integrity Wealth Solutions and currently serves as a director of Benosi Row, LLC. Outside of finance, he has been involved in various entertainment projects including shows on TBS, Facebook, Quibi, Apple TV, and Netflix. Benham Advisory Group, founded in 2024, offers discretionary asset management and financial planning to both high-net-worth and non-HNW clients. The firm employs rules-based investment models using a variety of securities and provides ongoing portfolio management with monthly reviews, rebalancing, and tax-loss harvesting.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
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Greenwood, IN

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Logan Benham is a financial advisor at Benham Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through his firm and is an owner of Benosi Row, LLC, a real estate-related business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models combining economic, fundamental, technical, and quantitative analysis, offering ongoing portfolio management and standalone planning services.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
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Paul T

CFP®, Series 63, Series 66

Martinsville, IN

Silver Oak Securities, Incorporated

Paul Tingley is a CFP® professional with 38 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2018. He has previously worked with Ssnai, Securities Service Network, and Financial Resource Advisors, where he continues as a manager of a fixed insurance agency. In addition to his advisory role, he manages a personal farm in Martinsville, IN, and consults for Invite Wealth Management on financial planning, investment management, insurance, and business succession planning. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed account programs combining internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Randy J

Series 63, Series 65

Bargersville, IN

Foundations Investment Advisors LLC

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Reliant Wealth Management, Simplicity Wealth, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a pastor involved in community outreach and leadership at The Potter’s House Church. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John D

Series 66

Monrovia, IN

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John Dowell is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining First Heartland Capital Inc. in 2022, he worked at Edward Jones from 2015 to 2022. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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