Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
26yrs
Daniel Benjamin is a fiduciary financial advisor in St, Louis, Missouri, with 26 years in the industry. Daniel joined Edward Jones in 2025, after five years at Schwab Wealth Advisory and eight years at Charles Schwab & CO.. Daniel holds the CFP® designation.
One of 5285 advisors with offices in St, Louis, and one of 4886 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 10% by experience at Edward Jones
Office12555 Manchester Road, St, Louis, MO 63131
FirmEdward Jones
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowEdward JonesCurrent firm
- 2019 – 2025Schwab Wealth Advisory, Inc.Previously
- 2011 – 2019Charles Schwab & CO., Inc.Previously
Questions to ask Daniel
Tailored to Daniel’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?
- What does a financial plan with you include, and how often is it updated?
- 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 Daniel
How do I contact Daniel?
Call Edward Jones at 314-515-2000 and ask for Daniel Benjamin. Daniel works from the St, Louis, MO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 26 years. Top 10% by experience at Edward Jones.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel 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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