Jeremy Bender

Senior Portfolio Administrator

  • Education

    Georgia State University – BBA in Finance

  • Certifications/Licenses

    Level III Candidate in the Chartered Financial Analyst (CFA) Program

  • Joined Us In

    2019

  • Prior Experience

    Investment Consultant at Aon Hewitt Investment Consulting, Inc.

    Internal Auditor at SunTrust Banks, Inc.

    Infantryman at United States Army

  • Born & Raised

    Atlanta, GA

  • Family

    Wife, 2 Sons, Daughter, German Shepherd Dog, 2 Cats, and a Hamster named Carl

  • Favorite...

    Atlanta Falcons

    Atlanta Braves

    Music

    Beach

    Steak

  • Fun Fact

    I spent approximately 7 years in the United States Army as an Infantryman. 4 of those years I was stationed on the island of Oahu in Hawaii.

  • Favorite Quote

    “Your life, your achievement, your happiness, your person are of paramount importance. Live up to your highest vision of yourself.” – Ayn Rand

You think you’re a multitasker? Wait until you meet Jeremy Bender.

Jeremy can solve a Rubik’s cube in less than 3 minutes, on average. In fact, Jeremy makes it a daily routine. “It wakes my mind up before a day collaborating with the investment team.”

An Atlanta native, Jeremy served 7 years in the United States Army as an infantryman and proudly served in both the Iraq and Afghanistan. He contributes much of his leadership development and persistence to excellence to his time spent in the Army.

“Self-discipline and knowing that I can go further and do more than you think. Discipline in everyday life.”

Prior to JOYN, Jeremy served as an Internal Auditor at SunTrust Bank, auditing the capital markets and investment trading desks. He also worked at Aon Hewitt Investment Consulting, Inc as an Investment Consultant.

Jeremy was drawn to JOYN because of the company culture and its value proposition.

“I’ve always wanted to delve into the personal side of investments,” describes Jeremy. “I also wanted a personal experience with clients and colleagues at a small company and for a mission-focused organization. JOYN’s desire to revolutionize Wealth Management is a mission that resonated with me.”

Each day, Jeremy comes to work laser-focused on his goal of being a key member of the investment management team.

“I want to be a resource for our clients regarding our investment process. Each morning I start with the following questions: how can I more effectively support clients? And, two, how can I take the complexity of today’s current investing landscape and make it easy to navigate and understand? If I’m working to improve those areas, it’s a good day.”

Jeremy and his wife Jauton have three children – Mason, Gavin, and Emery. The Bender family also includes their adorable dog Lexi, their cats Patrick and Katie, as well as a personable hamster named Carl.

Outside of work, Jeremy loves to coach his son’s little league baseball team.

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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