Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
18 years
Location
Santee, SC 29142
Edward Jones
Institution
Helen Bennett is a financial advisor with Edward Jones in Santee, SC, holding the CFP® designation and Series 63 and 66 licenses. She has 18 years of industry experience, all with Edward Jones since 2008. Outside of her advisory role, she is the president of a retail business, Santee Custom Ink & Embroidery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.
Based on Edward Jones
$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)
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.
Santee, SC
625 Bass Drive
Santee SC 29142
Advisors at this office
1
South Carolina · Texas
18 years of industry experience
Edward Jones
2008 - Present • 18 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Santee, SC
First Rank Financial
Jonathan Everett is the sole advisor at First Rank Financial in Santee, South Carolina. He holds a Series 65 designation and has one year of experience in financial advising, alongside over two decades of active duty service in the United States Navy. First Rank Financial serves individual households and small businesses with financial planning and portfolio management, offering a mix of fixed-fee planning and assets-under-management investment services. The firm tailors advice based on client goals, risk tolerance, and tax considerations, emphasizing long-term investment strategies and integrated planning.
Series 65
Summerton, SC
MBIA Capital Advisors
Julie Mesaros is a financial advisor with MBIA Capital Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining MBIA Capital Advisors, she worked in education for eight years with Harnett County Schools and Clovis Municipal School District. Outside of her advisory role, she is involved in the sale of life insurance and annuity products through an independent insurance agency. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm’s investment approach emphasizes fundamental analysis with a focus on dividend growth and fixed-income, blending large-cap value with multi-cap growth and momentum strategies, and incorporates tax and insurance coordination through its affiliation with certified public accounting firms.
Series 63, Series 66
Cameron, SC
Charles Schwab
Chase Langford is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Schwab entities since 2015, including Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure that includes custody, brokerage, and alternative investment services.
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