Benjamin Eric Brooks

Advisor at Edward Jones — Camilla, GA

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

13 years

Location

Camilla, GA

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Benjamin Brooks is a financial advisor with Edward Jones in Camilla, GA, holding CFP®, ChFC®, and Series 66 credentials. He has 12 years of industry experience, all of which have been with Edward Jones since 2013. Brooks serves as a board member for Baconton Community Charter School in Baconton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Business ownership considerations

Occupation focus

Founder/Business Owner

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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

Camilla, GA

Camilla GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 years

St. Louis, MO

Disclosures

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

Business activities & affiliations

Warmer team member

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