Benson Beachy

Advisor at Edward Jones

Updated today

Location

Millersburg, OH 44654

Credentials

Series 66

Industry experience

< 1 year

About

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

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

1197 Glen Drive Suite E

Millersburg, OH 44654

Most active in

Ohio

Work history

Edward Jones

2025 - Present (1 year)

First Choice Exteriors

2024 - 2025 (1 year)

Boyd and Wurthmann Restaurant

2016 - 2024 (8 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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General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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