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Ilija M
Series 63, Series 66
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Ilija Matoski is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies utilizing both discretionary and non-discretionary management, supported by a large network of advisors and substantial assets under management.
Kristin J
Series 63, Series 66
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Kristin Jackson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies managed internally and by third parties.
Jennifer E
Series 66
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Jennifer Espinoza is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory work, she is a managing member of Next Level Balling, LLC, which organizes sporting tournaments and events. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with both in-house and third-party models, supported by an in-house trading desk and integrated custody services.
Clifford B
Series 63, Series 66
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Clifford Bryan III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and over 32 years of industry experience. He joined Benjamin F. Edwards in 2018 after working with Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he has served as an adjunct professor teaching investment and financial management at Valparaiso University. Benjamin F. Edwards & Company is an enterprise firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and institutions. The firm offers a variety of investment management strategies through discretionary and non-discretionary wrap programs, combining both internal and third-party models, and maintains custody and execution services through multiple channels.
Nayelli S
Series 66
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Nayelli Sanchez is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning her industry career in 2025. Her prior work experience includes roles at Walmart, Aurora University, and other organizations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment and financial planning services through fee-based wrap programs and manages strategies using both internal and third-party managers.
Jeffrey F
Series 63, Series 65
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Jeffrey Fernandez Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and institutions, offering fee-based wrap programs, financial planning, and investment management consulting. The firm uses a range of investment strategies managed internally and through third-party managers, with portfolios monitored by an Investment Strategy Committee.
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