Advisor at Benefit Financial Services Group
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.
Firm
Benefit Financial Services Group
Location
Holly Ridge, NC
Credentials
Series 65
Industry experience
3 years
Certain clients charged fixed fees ranging from $300 to $3,000 depending on account size and complexity.
Not specified - Not specified: Typically ranges from 0.25% to 1.25% annually depending on services, investment strategies, and complexity. Fees can exceed 1.25% due to minimum fee charged as a percentage of assets.
Account minimum: $5,500 total minimum fee per year for Investment Portfolio Management Services (minimum fee, not stated explicitly as minimum account size) Minimum fee: A total minimum fee of up to $5,500 per year is required for Investment Portfolio Management Services.
Benefit Financial Services Group
2021 - Present (5 years)
Aon
2019 - 2019 (1 year)
Bentley University Undergraduate Admissions
2018 - 2021 (3 years)
Ridgefield Operation for Animal Rescue
2017 - 2019 (2 years)
Bissell Pharmacy
2016 - 2017 (1 year)
Full Time Student
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 65
Hampstead, NC
Edward Jones
Series 65, Series 66
North Topsail Beach, NC
Merrill
Jeffrey Spitz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies tailored to their individual financial goals and changing market conditions. Jeffrey provides access to investment insights from Merrill and banking and lending solutions from Bank of America, supporting clients through comprehensive financial planning. He brings expertise in guiding clients through unique financial challenges and opportunities, emphasizing the importance of understanding each client's needs to make thoughtful decisions. Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He earned his bachelor's degree from North Carolina State University. Outside of his professional work, Jeffrey is involved with the F3 organization and volunteers at Forest Hill Church. He and his wife Kimberly have three sons and enjoy family activities such as traveling to beaches and supporting the North Carolina State Wolfpack.
Series 66
Hampstead, NC
Edward Jones
CFP®, Series 65
Hampstead, NC
Stark Strategic Capital Management, Inc.
Series 65
Sneads Ferry, NC
Connective Wealth Partners, LLC
CFP®, Series 63, Series 66
Sneads Ferry, NC
Atlas
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