A complete list of active advisors currently associated with J. Benjamin Financial, LLC
Warmer can help you find a great advisor at J. Benjamin Financial, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at J. Benjamin Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mount Pleasant, SC
| 15
| |
Mount Pleasant, SC
| 14
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")