Thomas Jedrej has been an investment adviser representative at Benchmark Financial Wealth Advisors since May 2024, and is not listed among the firm’s executive officers or direct owners. Thomas Jedrej holds a Master of Laws (LL.M.) in Business Law from Osgoode Hall Law School, York University.
Benchmark Financial Wealth Advisors LLC is a Boca Raton, FL firm with $766M under management, 366 clients and 7 advisers across 4 offices, as of its May 2026 filing.
Thomas Jędrej is Chief Wealth Strategist of Benchmark Financial Wealth Advisors. He provides direct oversight to the Investment Committee and is a speaker and moderator on private markets, asset allocation, and investment governance. He has more than 25 years of wealth management experience and has formally managed Family Office relationships at one of Canada's largest banks.
- – present · 2 yearsAdviser representative · Firm CRD 287966
Professional designations
Listed by Benchmark Financial Wealth Advisors
- Family Enterprise Advisor (FEA)
Investment adviser representative registrations
Thomas Jedrej is registered as an investment adviser representative in 3 states. The first approvals date from May 2024; the most recent is New Jersey, in May 2026.
- FloridaSince 19 May 2024
- New JerseySince 27 May 2026
- TexasSince 13 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7916077
- Firm
- Benchmark Financial Wealth Advisors · CRD 287966
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfllc.com
Where does Thomas Jedrej work?
Thomas Jedrej is an investment adviser representative registered through Benchmark Financial Wealth Advisors LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Jedrej a financial advisor?
Yes. Thomas Jedrej has a current investment-adviser registration in Florida, New Jersey and Texas, through Benchmark Financial Wealth Advisors since May 2024.
How many years of experience does Thomas Jedrej have?
Thomas Jedrej has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Thomas Jedrej passed?
Thomas Jedrej passed the Series 65 in May 2024.
Is Thomas Jedrej registered with FINRA?
No. Thomas Jedrej has no current broker registration.
How can I verify Thomas Jedrej’s record?
Search CRD 7916077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Jedrej’s full registration record.
