BH
ChFC
BH
ChFC

Benjamin Hauch Hall

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
422 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
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Location

Wallingford, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin is a limited partner in JKJ M Equity Partners, LP, and a VP & Managing Director at JKJ Financial Services & JKJ Retirement Services, dedicating nearly full-time hours to client management and business production. He also works full-time as a Registered Representative with M Holdings Securities, Inc and as an Investment Advisory Representative with LRI Investments, LLC, and spends minimal time as a Member of JKJ LRII Equity Partners LLC.

Employment History
Current Registrations
Lri Investments
November 2024 - Present · 1 yr 3 mos
M Holdings Securities, INC.
March 2013 - Present · 12 yrs 11 mos
M Holdings Securities, INC.Broker
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
M Holdings Securities, INC.
March 2013 - July 2025 · 12 yrs 4 mos
Principal Funds Distributor, INC.Broker
May 2008 - September 2008 · 4 mos
Princor Financial Services CorporationBroker
April 2006 - March 2013 · 6 yrs 11 mos
Lincoln Financial Distributors, INC.Broker
June 2003 - March 2006 · 2 yrs 9 mos
M Holdings Securities, INC.Broker
February 2001 - May 2003 · 2 yrs 3 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.