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Benjamin Lee Edwards

Advisor at Edward Jones — Ketchikan, AK

Updated today

Credentials

Series 63, Series 66

Experience

11 years

Location

Ketchikan, AK 99901

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,176 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Benjamin Edwards is a financial advisor with Edward Jones in Ketchikan, Alaska. He holds Series 63 and Series 66 registrations and has 11 years of industry experience, including prior work at Country Capital Management Company. He has owned the office location in Ketchikan since 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Ketchikan, AK

21 Jefferson Way Suite 101

Ketchikan AK 99901

Advisors at this office

1

Most active in

Alaska · Texas

Work history

11 years of industry experience

Edward Jones

2017 - Present • 9 years

St.Louis, MO

Country Capital Management Company

2015 - 2017 • 2 years

Bloomington, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tristan D

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Tristan Dahl is a financial advisor at Blue Anchor Wealth Advisors, LLC in Ketchikan, AK, holding a Series 65 credential. He joined the firm in 2025 and has less than one year of industry experience. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm serves mostly individual households and pooled accounts, delivering investment advice based on fundamental analysis and emphasizing a financial-planning perspective.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Fiona C

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Fiona Capell is a financial advisor at Blue Anchor Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at several companies, including Rover, Mysteries Inc., and Sino-US Corporate Services. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning approach using fundamental analysis and offers discretionary authority only when clients specifically grant it.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Wayne T

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Wayne Trana is a financial advisor with Blue Anchor Wealth Advisors, LLC in Ketchikan, Alaska. He holds a Series 65 designation and has one year of industry experience. Prior to joining Blue Anchor, he worked at Sorensen Appraisals Inc for 24 years. Outside of his advisory role, Wayne provides third-party administration services to qualified retirement plans through JV Associates. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes fundamental analysis and a financial-planning perspective, serving mostly individual households and pooled accounts with a fee-only compensation model.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Matthew E

Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Matthew Eisenhower is a financial advisor at Blue Anchor Wealth Advisors, LLC, holding a Series 65 designation with six years of industry experience. Prior to joining Blue Anchor in 2020, he worked for seven years at PeaceHealth Ketchikan Medical Center. Blue Anchor Wealth Advisors offers financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm emphasizes a financial-planning perspective with fundamental analysis, serving primarily individual households and also managing pooled accounts such as employer-sponsored retirement plans and public entities.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Christine E

CFP®

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Christine Eisenhower is a CFP® professional with 11 years of industry experience. She has been with Blue Anchor Wealth Advisors, LLC since 2020 and previously worked at Otter Creek Partners for eight years. Eisenhower is also a Certified Public Accountant, though she is not currently practicing in that capacity. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local municipal governments. The firm delivers investment advice using a financial-planning perspective with an emphasis on fundamental analysis and offers discretionary portfolio management only with client consent.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
user avatar

Zachary G

CFP®, Series 63, Series 65

Ketchikan, AK

Blue Anchor Wealth Advisors, LLC

Zachary Guffy is a CFP® with seven years of industry experience, currently serving at Blue Anchor Wealth Advisors, LLC. His prior work includes roles at Beacon Pointe Advisors, LLC and JPMorgan Securities LLC. Blue Anchor Wealth Advisors provides financial planning, retirement planning, portfolio management, and business advice to individuals, small businesses, charitable organizations, qualified retirement plans, and local governments. The firm emphasizes a financial-planning perspective with investment advice based on fundamental analysis and manages portfolios primarily with client consultation.

Retirement income strategy Income planning Tax strategies for small businesses Founder/Business Owner Retired
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