Jay Bennett has been an investment adviser representative at Expand Financial Group since October 2020, and is not listed among the firm’s executive officers or direct owners.
Expand Financial Group, LLC is a firm with $113M under management, 320 clients and 6 advisers across 6 offices, as of its May 2026 filing.
Jay Bennett’s longest registration is the current one, 5 years at Expand Financial Group since 2020. Before joining Expand Financial Group in 2020, Jay Bennett was registered through G. A. Repple & Company.
- Expand Financial Group, LLCCurrent– present · 5 yearsSpring Hill, TN · Adviser representative · Firm CRD 293160
- G. A. Repple & Company– · 3 yearsColumbia, TN · Adviser representative · Firm CRD 17486
Investment adviser representative registrations
Jay Bennett is registered as an investment adviser representative in 2 states. Each was approved in October 2020.
- CaliforniaSince 28 October 2020
- TennesseeSince 30 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 June 2017 |
| Series 7 | General Securities Representative Examination | 22 December 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jay Andrew Bennett
- CRD
- 6690190
- Firm
- Expand Financial Group · CRD 293160
- Office
- Spring Hill, TN
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Bennett work?
Jay Bennett is an investment adviser representative registered through Expand Financial Group, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jay Bennett a financial advisor?
Yes. Jay Bennett has a current investment-adviser registration in California and Tennessee, through Expand Financial Group since October 2020.
How many years of experience does Jay Bennett have?
Jay Bennett has 9 years in the financial industry, since January 2017, across 2 adviser firms.
What exams has Jay Bennett passed?
Jay Bennett has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2016. FINRA credited Jay Bennett with the SIE, which began in October 2018.
Where did Jay Bennett work before Expand Financial Group?
Before Expand Financial Group, Jay Bennett was registered through G. A. Repple & Company, July 2017 to October 2020.
Where is Jay Bennett based?
Jay Bennett’s registered office is in Spring Hill, TN.
Is Jay Bennett registered with FINRA?
No. Jay Bennett has no current broker registration.
How can I verify Jay Bennett’s record?
Search CRD 6690190 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Bennett’s full registration record.