Jason Dehne

Advisor at Edward Jones

Updated today

Location

Benson, MN 56215

Credentials

Series 66

Industry experience

9 years

About

Jason Dehne is a Series 66 licensed financial advisor with Edward Jones in Benson, MN, and has nine years of industry experience. His career includes roles at Edward Jones since 2016, a brief period at Aegis Investments, Inc., and prior experience at Minnwest Bank and Tree Sales and Moving Services. 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 programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

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) Business ownership considerations Business exit / sale strategy General estate planning guidance

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

1309 Pacific Avenue

Benson, MN 56215

Most active in

Minnesota

Work history

Edward Jones

2017 - Present (9 years)

Aegis Investments, Inc.

2017 - 2017 (1 year)

Edward Jones

2016 - 2017 (1 year)

Tree Sales and Moving Services

2015 - 2017 (2 years)

Minnwest Bank

2013 - 2016 (3 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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Nathaniel C

Series 66

Benson, MN

Edward Jones

Nathaniel Copeland is a financial advisor with Edward Jones in Benson, MN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for Superior Industries / Westmor Industries for 14 years. He also serves as an assistant football coach at Morris Area High School. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports clients through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrea T

Series 66

Benson, MN

Edward Jones

Andrea Thomson is a financial advisor at Edward Jones with 17 years of industry experience. She has been with Edward Jones since 2008 and holds the Series 66 designation. Outside of her advisory role, she serves as a director for Agralite Electric Cooperative in Benson, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily R

Series 63, Series 65

Benson, MN

Primerica Advisors

Emily Radniecki is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has concurrent roles at Staples Family Dentistry and PFS Investments Inc., alongside her work with Primerica Financial Services. Her business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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