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Jenna Christine Bennett

Advisor at Truist Advisory Services — Clarksburg, WV

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Clarksburg, WV 26301

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,946

Across 643 offices

Clients per advisor

65 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Jenna Bennett is a financial advisor at Truist Advisory Services with a Series 66 credential. She has been with Truist and its affiliated entities since 1996, including nearly three decades at Truist Bank. Jenna is based in Clarksburg, West Virginia, and has recently transitioned to advisory roles within the Truist enterprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches with integrated inter‑affiliate resources.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Clarksburg, WV

100 S 4th St

Clarksburg WV 26301

Advisors at this office

2

Most active in

West Virginia

Work history

< 1 year of industry experience

TRUIST ADVISORY SERVICES, INC

2026 - Present • 1 year

Clarksburg, WV

Truist Investment Services, Inc.

2026 - Present • 1 year

Clarksburg, WV

TRUIST ADVISORY SERVICES, INC

2026 - 2026 • 1 year

Clarksburg, WV

Truist Investment Services, Inc.

2025 - 2026 • 1 year

Clarksburg, WV

Truist BANK

1996 - 2025 • 29 years

Clarksburg, WV

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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Matthew W

CFP®, Series 66

Bridgeport, WV

OneSeven

Matthew Williams is a CFP® with 17 years of industry experience, currently advising at OneSeven. He previously worked at Ameriprise Financial Services and Eagle Strategies, among other firms. Williams serves on the boards of the OLD TOWN GREENS Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning and discretionary portfolio management with a primarily long-term investment approach that includes access to alternatives and private placements. The firm utilizes both discretionary and non-discretionary strategies and partners with unaffiliated Independent Managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Sherri S

Series 63, Series 66

Clarksburg, WV

Wesbanco Securities, Inc.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Leslie B

Series 63, Series 65

Bridgeport, WV

Lombard Advisers Incorporated

Leslie Boyce is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Prior to joining Lombard Advisers, Boyce worked at firms including Cetera Advisors LLC, The Huntington Investment Company, and Morgan Stanley. Outside of advisory work, Leslie serves as CFO for Poynter's Business Solutions, a company engaged in office equipment sales and service. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets as of the end of 2025.

College savings (529s, UTMA, etc.)
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Robin F

Series 63, Series 65

Bridgeport, WV

Bankers Life Advisory Services, Inc.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with 17 years of industry experience. Faris has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life and Casualty since 2004. Outside of advisory work, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business in West Virginia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Catherine P

Series 63, Series 65

Clarksburg, WV

Empower Advisory Group

Catherine Preston is a financial advisor with Empower Advisory Group in Clarksburg, WV, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at the West Virginia State Auditor’s Office for twelve years. Outside of her advisory role, she serves as a board member of the Clarksburg League for Service and is president of the Harrison County CASA board, which advocates for children in the foster care system. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Benjamin S

Series 66

Bridgeport, WV

Bankers Life Advisory Services, Inc.

Benjamin Strader is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing four years of industry experience. He has been with Bankers Life and its affiliated entities since 2016, including roles in insurance sales and agent training. Outside of advising, he is involved in recruiting and training insurance agents and has a part ownership in a small residential rental business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and offers strategies across a range of securities within customized portfolios.

Wealth management Retired
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