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Stephen B

CFP®, Series 63, Series 66

Rapid City, SD

Edward Jones

Stephen Benson is a CFP® professional with 19 years of industry experience, serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Rapid City, South Dakota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, 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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Julie E

Series 66

Rapid City, SD

Edward Jones

Julie Ellingson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she managed the restaurant K Heart C, LLC in Hill City, SD, where she was the managing member for three years. She also worked with Jasper Agency - Farm Bureau Financial Services for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary strategies supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

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