Jason Bentley

Role
Financial Advisor at Janney Montgomery Scott LLC
Location
Lewes, DE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jason Bentley

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on…

Experience

  1. Financial Advisor

    Janney Montgomery Scott LLC

    Jan 2019 — Present

    Jason S. Bentley, AWMA® is a Financial Advisor who joined the team in 2019 after a career in higher education and non-profit management. Jason is driven by a passion to help clients achieve financial independence by building a foundation of trust, communication and education. Jason has extensive knowledge in charitable giving, education planning, tax-efficient investment, and helping clients achieve their retirement lifestyle through developing sound retirement income strategies. Jason has an Ed.D. from Wilmington University and is active in the local community as past-president and member of Lewes-Rehoboth Rotary Club, DFRC Blue Gold Sussex Auction, Beebe Medical Foundation\'s Charitable Gift Planning Advisory Council, and past-president of Southern Delaware Estate Planning Council.

Education

  • West Virginia Wesleyan College

    B. A., Public Relations

    2003 — 2006

  • West Virginia University

    M.S., Integrated Marketing Communications

    2007 — 2009

  • Wilmington University

    Doctor of Education (Ed.D.), Higher Education Leadership & Innovation

    2014 — 2017

Skills

  • Stewardship
  • Public Relations
  • Event Management
  • Research
  • Marketing Strategy
  • Press Releases
  • Media Relations
  • Social Media
  • Social Media Marketing
  • Alumni Relations
  • Marketing Communications
  • Volunteer Management
  • Microsoft Office
  • Interpersonal Skills
  • Higher Education
  • Nonprofits
  • Fundraising
  • Teaching
  • Budgets
  • Community Outreach
  • Budgeting
  • Leadership Development
  • Community Development
  • Public Speaking
  • Event Planning
  • Customer Service
  • Non-Profits
  • Newsletters
  • Customer Relationship Management (Crm)
  • Social Networking
  • Management
  • Leadership
  • Annual Giving
  • Strategic Communications
  • Curriculum Design
  • Marketing
  • Strategic Planning
  • Philanthropy
  • Grant Writing
  • Grants

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Jason Bentley — Financial Advisor at Janney Montgomery Scott LLC in Lewes, DE, US | Unifers