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Fajkon D
Series 66
Colorado Springs, CO
Benjamin F. Edwards & Company, Inc.
Fajkon Djonbalaj is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Wells Fargo Advisors. Djonbalaj serves on local nonprofit boards in Colorado Springs. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with ongoing oversight from an Investment Strategy Committee.
Christopher M
ChFC®, Series 63, Series 65
Peoria, IL
Benjamin F. Edwards & Company, Inc.
Christopher Meers is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 11 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Charles Schwab and held multiple roles at State Farm, including positions in investment management and insurance. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.
Tammy A
Series 66
Peoria, IL
Benjamin F. Edwards & Company, Inc.
Tammy Ashton is a financial advisor at Benjamin F. Edwards & Company, Inc. in Peoria, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Benjamin F. Edwards since 2009. In addition to her advisory role, she serves as Attorney-in-Fact for her parents, managing investment-related matters on their behalf. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies with oversight from an Investment Strategy Committee.
Nicholas B
Series 66
Destin, FL
Benjamin F. Edwards & Company, Inc.
Nicholas Barlotta III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. He has been with Benjamin F. Edwards since 2013 and concurrently serves in the United States Air Force Reserves as an aircraft fuel systems craftsman. Outside of his advisory role, he is involved in the food manufacturing and distribution business through Barlotta Food Group and serves as vice president on the HOA board for Windsor Estates in Santa Rosa Beach, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client-specific customization.
Brian G
Series 63
Redding, CA
Benjamin F. Edwards & Company, Inc.
Brian Gruber is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 46 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is a 100% owner of a rental property business. Benjamin F. Edwards & Co. serves a broad client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, combining model-based and customized approaches, and provides services such as financial planning, retirement plan consulting, and investment management consulting.
Laura H
Series 66
Conway, AR
Benjamin F. Edwards & Company, Inc.
Laura Holder is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining her current firm. Holder holds a Series 66 designation. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized strategies, including mutual funds, ETFs, separately managed accounts, and a Unified Managed Account, with ongoing due diligence and portfolio rebalancing.
Kimberly C
Series 63, Series 66
Villa Ridge, MO
Benjamin F. Edwards & Company, Inc.
Kimberly Church is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she operates an Etsy shop specializing in vintage jewelry and accessories and is an independent distributor for Young Living. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of investment strategies and advisory services with oversight from an Investment Strategy Committee.
Charles B
Series 63
Red Bank, NJ
Benjamin F. Edwards & Company, Inc.
Charles Blatz is a Series 63-licensed advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2012. He has 46 years of industry experience. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations using a range of model strategies and advisory programs, with oversight from an Investment Strategy Committee.
Derek M
Series 66
Naperville, IL
Benjamin F. Edwards & Company, Inc.
Derek Mc Daniel is a Series 66-registered financial advisor with Benjamin F. Edwards & Company, Inc. in Naperville, Illinois, bringing seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Kinetic Life Growth Partners, and Focal Point Partners. Outside of his advisory work, he serves as a Planning & Zoning Commissioner and city councilman in Naperville, contributing to local government and urban development. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing around $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.
Susan L
CFP®, Series 63, Series 66
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Susan Lewis is a CFP® professional with 29 years of experience in the financial services industry. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight and client-specific customization.
Thomas R
Series 66
New London, NH
Benjamin F. Edwards & Company, Inc.
Thomas Robb is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in New London, New Hampshire, where he has worked since 2014. He has 24 years of industry experience. Outside of his advisory role, Robb is involved with Speedway Safety Services, specializing in emergency care and fire suppression at racetracks across New England. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing around $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with periodic strategic reviews.
Jim F
Series 63, Series 66
Columbus, MS
Benjamin F. Edwards & Company, Inc.
Jim Ford Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages timber and cattle farming operations, oversees oil and gas exploration activities, and maintains copyrights to original literary works. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with oversight from an Investment Strategy Committee.
Kirk M
Series 66
Hermitage, PA
Benjamin F. Edwards & Company, Inc.
Kirk Messett is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for seven years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.
Beverly N
Series 66
Jefferson City, MO
Benjamin F. Edwards & Company, Inc.
Beverly Nesbit is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory and consulting services and employs a combination of firm-developed and third-party investment strategies with oversight from an Investment Strategy Committee.
Nicholas H
Series 65, Series 63
Salem, IL
Benjamin F. Edwards & Company, Inc.
Nicholas Harris is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously had roles at Raymond James Financial Services from 2016 to 2018. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of strategies that include model-based and customized portfolios, with ongoing monitoring and rebalancing, and combines advisory services with broker-dealer capabilities and in-house trading desks.
Maurice M
Series 63, Series 65
Naperville, IL
Benjamin F. Edwards & Company, Inc.
Maurice Mathy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Benjamin F. Edwards since 2016. Outside of his advisory role, he serves as the executor for an estate in Downers Grove, IL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models, with oversight from an Investment Strategy Committee.
Joshua H
CFP®, Series 63
Hudson, CO
Benjamin F. Edwards & Company, Inc.
Joshua Hayes is a CFP® with 27 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2019. His prior roles include positions at Waddell & Reed Inc., various insurance carriers, and Foreside Fund Services, LLC. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines advisory and broker-dealer services with in-house trading and additional financial services.
Brian W
CFP®, Series 63
Leawood, KS
Benjamin F. Edwards & Company, Inc.
Brian Wiklund is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He holds the Series 63 designation and is based in Leawood, Kansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a diverse client base including individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies.
Diane C
Series 66
St. Peters, MO
Benjamin F. Edwards & Company, Inc.
Diane Cipriano is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Diane is based in St. Peters, MO. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party strategies.
Daniel M
Series 63, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Daniel Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has six years of industry experience. Prior to joining Benjamin F. Edwards, Murphy worked at Charles Schwab & Co., Inc. and TD Ameritrade Inc. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, including high-net-worth investors, retirement plans, and trusts. The firm offers a range of investment strategies and maintains an in-house trading desk, combining brokerage and advisory services.
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