Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
30yrs
Benjamin Beatty
Financial advisor at Merrill
Based in Jacksonville, Florida, Benjamin Beatty is a fiduciary financial advisor with 30 years of industry experience. Benjamin has been with Merrill since 2014; before that, Benjamin spent less than a year at Federated Investment Counseling. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 7% by experience in Jacksonville
Office9000 Southside Blvd CI Relationship Management, Jacksonville, FL 32256
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowMerrillCurrent firm
- Nov 2004 – Apr 2005Federated Investment CounselingPreviously
Contact Benjamin
Local office(904) 565-7880Ask for Benjamin. (800) 637-7455Main office · New York, NY 9000 Southside Blvd CI Relationship ManagementJacksonville, FL 32256Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Benjamin’s local office at (904) 565-7880 or the Merrill main office at (800) 637-7455, and ask for Benjamin Beatty.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 1997, about 30 years. Top 7% by experience in Jacksonville.
What licenses does Benjamin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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