BJ
CFP
BJ
CFP

Benjamin Craig Jackson

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$377K average
Assets Under Management
$740.0M

Fee Structure

Minimum Investment:$25K
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Location

51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002

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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 ActivitiesSells Insurance

Benjamin is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also works as a Registered Representative and Investment Advisor Representative, dedicating about half of his time to securities and insurance sales, and full-time hours to securities trading.

Employment History
Current Registrations
Bcg Securities, INC.
January 2023 - Present · 3 yrs 1 mo
Bcg Securities, INC.
January 2023 - Present · 3 yrs 1 mo
Bcg Securities, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Horace Mann Investors, INC.
January 2017 - Present · 9 yrs 1 mo
Horace Mann Investors, INC.Broker
May 2013 - Present · 12 yrs 9 mos
State Registrations7 states
FLNCOHTNTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.