Advisors at this firm
Caleb R
Series 66
Wilmington, DE
Benchmark Financial, LLC
Caleb Ray is a financial advisor at Benchmark Financial, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc. Caleb also serves as Assistant Director at the University of Delaware, overseeing student employees in a non-investment-related role. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm’s approach emphasizes passive portfolio construction based on Modern Portfolio Theory, utilizing index funds, ETFs, and fixed income instruments.
Richard J
CFP®, CFA®, Series 63, Series 65
Wilmington, DE
Benchmark Financial, LLC
Richard Jakotowicz is a CFP® and CFA® charterholder with 12 years of industry experience. He has worked at Benchmark Financial, LLC since 2018 and previously at Tfg Wealth Management, LLC. In addition to his advisory role, he serves as the Director of the Lerner College Trading Center at the University of Delaware, where he teaches and integrates the trading center into the business school curriculum. Benchmark Financial, LLC serves individuals, charitable organizations, and businesses by providing personalized portfolio management, comprehensive financial planning, and investment consulting. The firm emphasizes passive portfolio construction based on Modern Portfolio Theory, primarily utilizing index mutual funds, ETFs, and fixed income instruments.
Jacob W
Series 65
Wilmington, DE
Benchmark Financial, LLC
Jacob Weaver is a financial advisor at Benchmark Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and previously worked at Lau Associates LLC from 2016 to 2019. Benchmark Financial, LLC is a registered investment adviser that serves individuals, including high net-worth clients, charitable organizations, and businesses. The firm focuses on passive portfolio construction using index mutual funds, ETFs, U.S. government bonds, and other fixed income instruments, with client plans tailored to goals, risk tolerance, and tax considerations.
