Benjamin M Bisnett

Advisor at Edward Jones — Buckley, WA Jefferson Ave

Updated today

Credentials

Series 63, Series 65

Experience

8 years

Location

Buckley, WA 98321-7505

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

Benjamin Bisnett is a financial advisor with Edward Jones in Buckley, Washington, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Clarity Capital Management, LPL Financial, LLC, and Invest Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

Occupation focus

Technology Professional

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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

Buckley, WA Jefferson Ave

135 Jefferson Ave Suite I

Buckley WA 98321-7505

Advisors at this office

1

Most active in

Texas · Washington

Work history

8 years of industry experience

Edward Jones

2020 - Present • 6 years

Saint Louis, MO

Clarity Capital Management

2020 - 2020 • 1 year

Kent, WA

LPL Financial, LLC

2019 - 2020 • 1 year

Kent, WA

Unemployed

2018 - 2018 • 1 year

Enumclaw, WA

Invest Financial

2017 - 2018 • 1 year

Kent, WA

Edward Jones

2017 - 2017 • 1 year

St Louis, MO

ChemDry

2016 - 2017 • 1 year

Edgewood, WA

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

Jimmie M

Series 63, Series 65

Puyallup, WA

Cornerstone Asset Management, LLC

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

General retirement planning Cash flow / budgeting
user avatar

Lewis M

Series 65, Series 63

Puyallup, WA

A&M Advisory LLC

Lewis Mc Murran is a financial advisor with A&M Advisory LLC in Puyallup, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include work at The Leaders Group Inc and Black Pearl Advanced LLC, as well as service with the State of Washington. Outside of advisory work, he has been involved with McMurran Enterprises. A&M Advisory LLC is an independent, sole-member advisory firm that provides financial planning and investment research services to individuals, couples, families, and accredited or sophisticated investors. The firm focuses on tailored financial plans and specific investment recommendations, emphasizing client education and personalized plans based on client data, goals, and risk tolerance, and employs both fundamental and technical analysis in its investment research.

Private / alternative investments Real estate investing Life insurance needs analysis General retirement planning General estate planning guidance Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Jacob H

Series 63, Series 65

Puyallup, WA

Pace Wealth Advisors

Jacob Hall is a financial advisor at Pace Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including AE Wealth Management, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, Hall is an owner of four recreational cannabis dispensaries, where he oversees financial and management operations. Pace Wealth Advisors is an independent, single-advisor practice serving individuals, families, trusts, and business owners. The firm provides planning-driven, non-discretionary investment advisory services and financial planning, implementing investment strategies primarily through model portfolios of ETFs and mutual funds.

General retirement planning Income planning Tax-loss harvesting Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Cole F

ChFC®, Series 65

Edgewood, WA

EnoughFP LLC

Cole Ferrier is the principal advisor at EnoughFP LLC, holding the ChFC® designation and a Series 65 license with two years of industry experience. Prior to founding EnoughFP, he worked at The Boeing Company and held a position at the U.S. Department of Housing and Urban Development. He has a professional background in information technology and public-sector roles. EnoughFP is a solo registered investment adviser providing comprehensive financial planning to individuals, high-net-worth clients, trusts, and businesses. The firm follows a buy-and-hold passive indexing approach based on Modern Portfolio Theory and offers implementation-focused recommendations without discretionary management.

Business ownership considerations Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Self-Employed Mid-Career Professionals
user avatar

Joseph D

Series 63

Auburn, WA

J Dostal Investments

Joseph Dostal is the principal of J Dostal Investments and has 23 years of industry experience. He has operated his independent investment advisory firm since 2001. The firm provides discretionary portfolio management and financial advisory services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. J Dostal Investments combines fundamental research with technical metrics to select individual securities, focusing on U.S. companies with global operations, durable business models, and histories of returning value to shareholders.

Active portfolio management Options & derivatives strategies
user avatar

Justus R

Series 65

Enumclaw, WA

Firewall Capital Management

Justus Rainwater is a financial advisor at Firewall Capital Management with four years of industry experience. He holds a Series 65 credential and has been with Firewall Capital Management since 2021. Firewall Capital Management provides discretionary investment management and integrated financial planning to individuals, trusts, and small businesses, managing approximately $66.9 million in client assets. The firm employs a tactical asset allocation approach combined with modern portfolio theory and offers financial planning services at no additional charge to advisory clients.

Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner
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