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Zackary V

CFP®, Series 66

Germantown, TN

Benjamin F. Edwards & Company, Inc.

Zackary Vaughn is a CFP®-designated financial advisor with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Vaughn is based in Germantown, TN. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third-party managers, supported by an in-house trading desk and oversight from an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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John T

Series 63

Germantown, TN

Benjamin F. Edwards & Company, Inc.

John Templeton is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has worked at Benjamin F. Edwards since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He holds a Series 63 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a variety of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services through a large network of advisors and manages tens of billions in assets.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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James E

CFP®, Series 63

Germantown, TN

Benjamin F. Edwards & Company, Inc.

James Evans is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Evans serves as co-trustee for family trusts, which involves limited investment-related responsibilities. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of managed strategies that are regularly reviewed and rebalanced.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Cal T

Series 66

Germantown, TN

Benjamin F. Edwards & Company, Inc.

Cal Templeton is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 credential and has less than one year of industry experience. His prior roles include positions at Orgill Inc., AllianceBernstein, and The Marston Group. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions with a variety of investment management and consulting services. The firm offers consolidated wrap programs featuring strategies managed internally, by financial advisors, and third-party managers, supported by an internal trading desk and an investment strategy committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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