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Jason M

Series 63, Series 66

Hoover, AL

Benjamin F. Edwards & Company, Inc.

Jason Mcdowell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 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. He also serves as an executor for a family estate. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, pension plans, and charitable organizations through fee-based wrap programs, financial planning, and retirement plan consulting. The firm offers a range of managed strategies and combines custody and execution features uncommon among peers.

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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Amy M

Series 63, Series 65

Hoover, AL

Benjamin F. Edwards & Company, Inc.

Amy Mclevaine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. Before joining Benjamin F. Edwards in 2024, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. She serves as a trustee and agent for several family trusts related to investments. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm offers a range of advisory services including fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies.

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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