EM
Elizabeth M Bennett
CRD 5589525
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Jonathan Roberts Advisory Group, Inc. | Registered representative | 07/20/2026 |
| Bay Financial Planning & Tax Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Society Of Health And Physical Educators | Officer/Director | — | 08/31/2024 |
| National Assn Of State Directors Of Career Tech Education Consortium | Officer/Director | — | 06/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Bay Financial Planning & Tax Services, Llc
Member, Chief Compliance Officer · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗