J. Benjamin Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J. Benjamin Financial serves individual and high net worth clients, providing discretionary asset management alongside standalone financial planning and consulting. Portfolios may include individual stocks, bonds, ETFs, mutual funds and certain private or real estate investments, while planning engagements address retirement, estate, tax, education, corporate structure and real estate analysis.
The firm customizes strategies to client objectives and monitors and rebalances accounts on an ongoing basis, generally charging percentage-of-AUM fees and implementing trades through a qualified custodian. Its investment process incorporates technical analysis and both long- and short-term purchase strategies, and it commonly holds cash and cash equivalents for liquidity and fee debit purposes.
Notably, the firm is affiliated with an insurance business controlled by the owner and its representatives are licensed insurance agents, a relationship the brochure discloses and limits (for example, the firm will not offer insurance products to Pennsylvania clients). The advisor team also includes Certified Public Accountants who provide tax preparation and accounting under separate engagement agreements, offering coordinated tax and investment services that some peers do not provide.
Client services
Expertise
Fee options
Flat fees for financial planning services from $5,000 to $30,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.35%
Financial planning fees may be charged on a recurring basis based on scope and complexity
Fee-only: Financial planning flat fees range from $5,000 to $30,000, or recurring fees based on engagement scope
Main office
757 Johnnie Dodds Blvd, Suite 101
Mount Pleasant SC 29464
Advisors at this office
2
Most active in
North Carolina · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jan K
Series 66
Mount Pleasant, SC
J. Benjamin Financial, LLC
Jan Kuha is a financial advisor at J. Benjamin Financial, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with J. Benjamin Financial since 2016. Outside of his advisory role, he owns Blue Granite Insurance, LLC, a property, casualty, and marine insurance business, and is a managing member and partial owner of JHJ Wellness, a nutrition and supplement store. J. Benjamin Financial serves individual and high net worth clients with discretionary asset management and financial planning. The firm uses both technical analysis and long- and short-term purchase strategies, offering customized investment solutions that include stocks, bonds, ETFs, mutual funds, and select private or real estate investments.
Larry F
Series 63, Series 65
Mount Pleasant, SC
J. Benjamin Financial, LLC
Larry Fisher is a financial advisor with J. Benjamin Financial, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Grove Point Investments, Edge Accountants and Advisors LC, H. Beck, Inc., Symphony Financial, Ltd. Co., and LPL Financial. Outside of his advisory work, he is involved with Edge Accountants and Advisors LC, providing services related to client accounting systems. J. Benjamin Financial serves individual and high net worth clients with discretionary asset management, financial planning, and consulting. The firm employs a customized investment approach incorporating technical analysis and various purchase strategies, while also offering coordinated tax and accounting services through its team.
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