David Jay Bennett
Investment Adviser Representative at Expand Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Jay Bennett is an investment adviser representative with Expand Financial Group, LLC in Burleson, TX, where they have been registered since 2018. They have worked in the securities industry since 1996 and have been registered with 3 firms, including G. A. Repple & Company and California PLAN of Church Finance Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in 11 states.
Registrations & licenses
- Investment adviser:
- Arizona, California, Florida, Louisiana, Nevada, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Washington
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.
- G.a. Repple & CompanySep 2006 – Apr 2018Casselberry, FL
- Expand Financial Group, LLCApr 2018 – no end date reportedCelina, TX
- David Bennett, Inc.Mar 2006 – Sep 2021Burleson, TX
- Expand Ministry, LLCApr 2021 – no end date reportedBurleson, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Expand Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Burleson, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Jay Bennett 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.
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