Christopher Alan Benson

Advisor at Edward Jones — Bluefield, VA

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Bluefield, VA 24605

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

Christopher Benson is a financial advisor at Edward Jones in Bluefield, VA, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, access to 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 General retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) 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

Bluefield, VA

9 Westwood Medical Park

Bluefield VA 24605

Advisors at this office

2

Most active in

Texas · Virginia

Work history

28 years of industry experience

Edward Jones

2004 - Present • 22 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

user avatar

Richard A

Series 63, Series 65

Princeton, WV

4 Seasons Advisors

Richard Allen is a financial advisor with 22 years of industry experience, currently practicing at 4 Seasons Advisors in Princeton, WV. He holds Series 63 and Series 65 licenses and has been involved with The Insurance Store Inc since 1998. Outside of his advisory role, he owns a business that sells dietary supplements. 4 Seasons Advisors is a small registered investment adviser serving individual clients with ongoing investment supervisory services and standalone financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and uses fundamental and cyclical analysis with a long-term trading orientation.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Jessie T

Series 63, Series 65

Princeton, WV

4 Seasons Advisors

Jessie Thompson is a financial advisor with 25 years of industry experience, currently with 4 Seasons Advisors in Princeton, WV. She has held Series 63 and Series 65 credentials and has been with 4 Seasons Advisors since 2012. Thompson also has a long-standing ownership role at The Insurance Store, Inc. outside of her advisory work. 4 Seasons Advisors is a small registered investment adviser serving individual clients with investment supervisory services and financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and manages approximately $2 million in client assets with a documented investment process.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Tyler H

CFP®, Series 65

Princeton, WV

Ritholtz Wealth Management

Tyler Hillyer is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has worked at Ritholtz Wealth Management since 2025 and previously held roles at Mercer Global Advisors Inc., Harrison & Company Wealth Management, and Ridgetop Research. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning with an investment approach that emphasizes goal-based strategies, asset allocation, and behavioral finance principles. The firm combines advisor-led services with digital platforms and manages approximately $9.4 billion in client assets.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Technology Professional HENRY (High Earners, Not Rich Yet)
user avatar

Scott P

Series 66

Bluefield, WV

Calton & Associates, Inc.

Scott Pittman is a financial advisor at Calton & Associates, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2010. Outside of his advisory role, Pittman serves as an independent director and chairman of the Compensation Committee at NUO Therapeutics, Inc., and is the CEO of the Coalfields Health Foundation, Inc., a nonprofit focused on healthcare service development. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
user avatar

Sasha S

Series 66

Bluefield, VA

D.A. Davidson & Co.

Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and a Series 66 designation. Prior to joining D.A. Davidson & Co. in 2017, Schrage worked at Stortz Financial Group for 16 years. Outside of advising, Schrage is a commissioned notary public in Virginia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under the Advisers Act fiduciary standard.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Michael W

CFP®, Series 63, Series 65

Bluefield, VA

D.A. Davidson & Co.

Michael Wood Jr. is a CFP® professional with 39 years of industry experience, currently serving at D.A. Davidson & Co. He has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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