Amy Rose Bennett

Advisor at Edward Jones — Martinsville, IN W Washington St

Updated today

Credentials

CFP®, Series 66

Experience

8 years

Location

Martinsville, IN 46151

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

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

See office

Martinsville, IN W Washington St

109 W Washington St

Martinsville IN 46151

Advisors at this office

1

Most active in

Indiana

Work history

8 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

M.S.D. of Martinsville

2016 - 2017 • 1 year

Martinsville, IN

Disclosures

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

Business activities & affiliations

user avatar

Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
user avatar

Kyle B

Series 65

Greenwood, IN

Benham Advisory Group

Kyle Benham is a financial advisor with Benham Advisory Group in Greenwood, IN, holding a Series 65 credential and five years of industry experience. He has worked with Integrity Wealth Solutions and leads Benham Advisory Group, which he founded in 2024. Outside of finance, Benham has been involved in several media productions, including Netflix’s Chelsea Handler Productions and Apple TV’s Carpool Karaoke: The Series. Benham Advisory Group provides discretionary asset management and financial planning services to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models incorporating economic, fundamental, technical, and quantitative analysis, managing portfolios on a discretionary basis with regular reviews and reporting.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
user avatar

Logan B

Series 65

Greenwood, IN

Benham Advisory Group

Logan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential 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 the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
user avatar

Paul T

CFP®, Series 63, Series 66

Martinsville, IN

Silver Oak Securities, Incorporated

Paul Tingley is a CFP® with 39 years of industry experience, currently associated with Silver Oak Securities, Incorporated since 2018. He has also worked at Financial Resource Advisors, where he manages a fixed insurance agency, and he owns and manages a farm in Martinsville, Indiana. In addition, he serves as a consultant for Invite Wealth Management, providing financial planning and business exit/succession planning services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary management tailored to client objectives and risk tolerances, utilizing both individual securities and strategist models supported by advanced trading and reporting infrastructure.

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

Randy J

Series 63, Series 65

Bargersville, IN

Foundations Investment Advisors LLC

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Foundations, he worked at Reliant Wealth Management and Simplicity Wealth, among other roles. He also serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to tailor investment solutions.

ESG / Sustainable investing
user avatar

John D

Series 66

Monrovia, IN

First Heartland Consultants, Inc.

John Dowell is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years before joining First Heartland Capital Inc. in 2022. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management, and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis and offer both strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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