Unclaimed Profile

William Jay Bender

CLARITY FINANCIAL PLANNERS, LLC·CHESTERFIELD, Missouri

Series 7, Series 65Clean record21 years registeredCLARITY FINANCIAL PLANNERS, LLC

424 S. WOODSMILL ROAD, CHESTERFIELD, MO 63017CRD# 4918533Firm CRD# 277114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Jay Bender · CHESTERFIELD, MO

Registration

CRD #4918533 · CLARITY FINANCIAL PLANNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLARITY FINANCIAL PLANNERS, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Dec 2016 – Aug 2022

ST LOUIS, MO

CLARITY FINANCIAL PLANNERS

Sep 2015 – Nov 2016

CHESTERFIELD, MO

MASON ROAD WEALTH ADVISORS, L.L.C.

Mar 2005 – Mar 2016

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · March 8, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARITY FINANCIAL PLANNERS, LLC

CRD 277114 · SEC 801-130103

AUM

$111M

Regulatory assets under management

Employees

185 client accounts

Services offered by CLARITY FINANCIAL PLANNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARITY FINANCIAL PLANNERS, LLC →

Introduction

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Frequently Asked Questions

What services does William Jay Bender offer?

William Jay Bender specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are William Jay Bender's credentials?

William Jay Bender is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Jay Bender located?

William Jay Bender is based in CHESTERFIELD, Missouri, last registered with CLARITY FINANCIAL PLANNERS, LLC.

How does William Jay Bender charge for services?

William Jay Bender's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARITY FINANCIAL PLANNERS, LLC?

CLARITY FINANCIAL PLANNERS, LLC has approximately 2 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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