GROWTH

THROUGH STRONG PARTNERSHIPS

OUR STORY

At Silber Bennett Financial we believe that long-term partnerships and relationships are our most valuable asset.

 

SBF values the trust, respect and accountability that can only be obtained from long-standing, loyal relationships organically grown and nurtured. In an economic environment that has too often been defined by greed and indulgence, these relationships represent the foundation of SBF and drive a culture of ethical integrity that we believe has been missing from much of the financial industry.

 

The men and women of SBF are in essence a family whose relationships in most cases go back almost two decades. Due to the strength of these relationships and the trust that has been developed, we do not maintain sales quotas or commission grids that put unnecessary pressure on our financial professionals. We do not sign selling agreements based on front-end fees or our personal relationships with outside fund managers or sponsors. Our advisors are free to build their practices in a manner that is best for them and their clients

 

The family environment we have created at SBF demands very high standards from both the people we work with and the products we offer. We expect excellence from ourselves and our associates as we know they expect the same from us. The founders and partners of SBF, our colleagues and employees, our registered representatives and investment advisors have come together with a sense of purpose, and have committed to supporting this company through hard work, professionalism and trust in one another.

MEET THE TEAM

JAMIE S. BENNETT

JAMES NAGLE

JASON E. BROWN

CEO

President

CIO

Jamie Bennett has 21 years of financial industry experience in all facets of broker/dealer management. He is the former owner and Chairman of Empire Securities Corporation, a member of FINRA/SIPC. Jamie received his BA in English from the University of California, Santa Barbara. He holds series 7, 24, 27, 66, 79, and 99licenses.

 

A recognized technology leader known for crafting his strategic vision to achieve business goals, Jason Brown offers a unique blend of executive acumen, team-building, and IT solutions development.

MASON A. DINEHART III

TRACY GALLAGHER

Registered Principle - Due Diligence

Operations Manager

Mason Dinehart has over 40 years of experience in the financial industry. He has worked in the capacity of FINRA arbitrator and has been qualified and has testified as a Securities Expert Witness before the Los Angeles, Fresno, Orange County and San Diego State Courts. Mason has been a Branch Manager for 3 firms: Carlsberg Securities — 1969-1982, Westfield Capital — 1982-1986, Boardwalk Capital, 1987-1989 (Acting Branch Manager) and a Branch Supervisor for Eric Equities, Inc. from 1991-1999. Mason is a graduate of California State College at Los Angeles. He holds series 7, 24, 63, 65 and 79 licenses.

 

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OUR SERVICES

Silber Bennett Financial was founded on the idea that what is good for the client is good for the company. In these difficult economic times, people want unbiased financial advice from experienced, trustworthy professionals who understand each client's unique financial circumstances and goals. By building relationships with our representatives based on a strong foundation of trust, support, integrity, and expertise, our representatives are able to grow and manage their practices in a manner that allows them to give their clients the most personal and professional service.

When you join SBF, you join a family.

 

The founders are personally involved in every aspect of creating the most responsive and supportive environment for their representatives and employees. At SBF, we know our representatives, and our representatives know their clients.

 

“Silber Bennett Financial, Inc. is a registered investment adviser in the States of California, Colorado, Florida, Hawaii, Nevada, Texas, Utah, and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.”

 

 

SCHWAB INSTITUTIONAL

Silber Bennett Financial is proud to offer Schwab Institutional Advisor Services, one of the industry's premier fee-based platforms.

 

Their Managed Account Access™ and Managed Account Select™ bundled programs provide strategies and money managers to help you serve your clients. Schwab's open-architecture service, Marketplace™, lets you negotiate fees, allowing you to access money managers not part of the bundled programs.

 

In addition, you have access to research experts and webcasts to help you make informed decisions and stay current on trends in the industry.

 

Schwab Institutional offers our advisors access to an integrated platform of financial products and technical services. Their fee-based platforms provide you with the expertise to position and execute your portfolio strategies in the context of today's advisory climate.

 

 

 

INVESTMENT BANKING

Silber Bennett Financial's investment banking arm assists companies with all aspects of the capital raising process including assistance with structuring the private placement memorandum, preparation of marketing materials, execution of capital raising and ongoing investor relations. We source capital from high net worth, ultra-high net worth, and tax-exempt institutional investors.

 

Our vast experience allows us to select the most qualified sponsors and create "investor friendly", well structured products which we believe will fare best in the current market.

 

 

 

Information contained on this website does not represent solicitation material and is neither an offer to sell nor a solicitation of an offer to buy a security. Such an offer or solicitation can be made solely pursuant to the Confidential Private Placement Memorandum, as it may be amended or supplemented (the "Memorandum"). The Memorandum contains important risk disclosures and specific information about Alternative Investments. To the extent any information on this website conflicts with the Memorandum, the language of the Memorandum shall control. Neither the U.S. Securities and Exchange Commission nor any other federal or state securities commission or regulatory authority has approved or disapproved the securities discussed or passed upon the adequacy or accuracy of the Memorandum. Any representation to the contrary is a criminal offense. Alternative Investments may be illiquid, require a high degree of investment analysis, carry a high degree of risk, and are intended for Accredited Investors only.

 

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CONTACT US

SILBER BENNETT FINANCIAL, INC.

16133 Ventura Blvd, Suite 700

Encino, CA 91436

 

818.986.9079 tel

818.986.9927 fax

 

info@silberbennett.com

 

Disclosures

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH SILBER BENNETT FINANCIAL, INC., MEMBER FINRA / SIPC | DISCLSURES

FOR MORE INFORMAION ABOUT OUR FIRM PLEASE VISIT BROKER CHECK

Silber Bennett Financial, Inc. 2018©

 

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