Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
9yrs
Benjamin Loeb
Financial advisor at Edward Jones
Based in Jacksonville, Florida, Benjamin Loeb is a fiduciary financial advisor with 9 years of industry experience. Benjamin joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Benjamin holds the CFP® designation.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office4796 Hodges Blvd Suite 201, Jacksonville, FL 32224
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Benjamin
Local office(904) 431-0808Ask for Benjamin. (314) 515-2000Main office · St. Louis, MO 4796 Hodges Blvd Suite 201Jacksonville, FL 32224Office · Get directions
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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 Benjamin
How do I contact Benjamin?
Call Benjamin’s local office at (904) 431-0808 or the Edward Jones main office at (314) 515-2000, and ask for Benjamin Loeb.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Benjamin hold?
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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