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
Larry Fisher	Mount Pleasant, SC	15
Jan Kuha	Mount Pleasant, SC	15

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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