James Benoit
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lancaster, NH 03584
Credentials
Series 66
Industry experience
2 years
About
James Benoit is a financial advisor with Edward Jones in Lancaster, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for seven years at Portsmouth Naval Shipyard. Outside of advising, he manages rental property activities in Rochester, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business succession planning
General retirement planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
30 Middle Street Suite 1
Lancaster, NH 03584
Most active in
James B has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Work history
Edward Jones
2023 - Present (3 years)
Portsmouth Naval Shipyard
2016 - 2023 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Ryan T
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Lancaster, NH
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Ryan Thompson is a financial advisor with OSAIC Institutions, INC. based in Lancaster, NH. He holds a Series 66 designation and has seven years of industry experience. His work history includes roles at Infinex Investments, Passumpsic Savings Bank, Citizens Inc, Merrill, and Edward Jones. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm primarily operates with a non-discretionary asset management approach and provides a range of lending and cash-management options.
Jason R
Series 66
Lancaster, NH
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Jason Robinson is a financial advisor with Raymond James Financial, holding a Series 66 credential and 11 years of industry experience. He previously worked at Edward Jones for 10 years and serves in the U.S. Army National Guard. Outside of advising, he owns and operates Silver Cricket Christmas Tree Farm in Lancaster, NH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.
Steven B
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Littleton, NH
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Steven Bissonnette is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he is involved in custom guitar building, serves as chairman of the WIBC Bus Board, and is an ordained minister with the Universal Life Church. He also participates in local community activities, including helping at craft shows and volunteering as a train conductor at the Lancaster Fair. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research-driven strategies with tax-efficient withdrawal planning. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.
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