Benjamin Hicks

Advisor at Edward Jones

Updated today

Location

Brooklyn, MI 49230

Credentials

Series 66

Industry experience

7 years

About

Benjamin Hicks is a Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2016 and has held prior roles at Michigan State University and the Resource Center for Persons with Disabilities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance 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

178 S Main St

Brooklyn, MI 49230

Most active in

Michigan · Texas

Work history

Edward Jones

2018 - Present (8 years)

Michigan State University

2017 - 2017 (1 year)

Edward Jones

2016 - 2018 (2 years)

Edward Jones

2016 - 2016 (1 year)

Resource Center for Persons with Disabilities

2015 - 2017 (2 years)

The State Room

2014 - 2016 (2 years)

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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