Benjamin Workman
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Workman is an investment adviser representative with Edward Jones in Spanish Fork, UT, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
5 states and territories
Georgia, Missouri, Nevada, South Dakota, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesDec 2023 – no end date reportedSt Louis, MO
- Goldman SachsSep 2016 – Jun 2018Salt Lake City, UT
- LendingClubJun 2018 – Oct 2019Lehi, UT
- Strata Fund SolutionsOct 2019 – Feb 2020Salt Lake City, UT
- Collective HealthMar 2020 – Jan 2022Lehi, UT
- LumioJan 2022 – Oct 2022Lehi, UT
- UnemployedOct 2022 – Dec 2022Spanish Fork, UT
- MountainWest PipelineDec 2022 – Feb 2023Salt Lake City, UT
- Williams CompaniesFeb 2023 – Apr 2023Salt Lake City, UT
- UnemployedApr 2023 – May 2023Spanish Fork, UT
- GallagherMay 2023 – Dec 2023Spanish Fork, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edward Jones
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,937
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-3297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Edward Jones
Showing 12 of 23,937 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Workman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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