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Advisors / Tennessee / Dandridge
29yrs

Benjamin Catlett

Financial advisor at Edward Jones

Based in Dandridge, Tennessee, Benjamin Catlett is a fiduciary financial advisor with 29 years of industry experience. Benjamin has been with Edward Jones since 2007. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 3 advisors with offices in Dandridge, and one of 3 fiduciaries.

Dandridge, TN 37725Top 6% by experience at Edward JonesFiduciary advisor
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At a glance

Experience29 years (since 1997)
How that compares ?Top 6% by experience at Edward Jones
Office854 South Highway 92, Dandridge, TN 37725
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2007 – now
    Edward JonesCurrent firm

Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 (865) 397-0590 or the Edward Jones main office at (314) 515-2000, and ask for Benjamin Catlett.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 1997, about 29 years. Top 6% by experience at Edward Jones.

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?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. 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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