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Sara M

Series 66

Mentor, OH

Benjamin F. Edwards & Company, Inc.

Sara Majer is a financial advisor with Benjamin F. Edwards & Company, Inc. in Mentor, Ohio, holding a Series 66 designation and 20 years of industry experience. She has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third parties.

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 D

Series 63, Series 65

Mentor, OH

Benjamin F. Edwards & Company, Inc.

James Duralia is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior firms include Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and operates a firearms and sporting goods store and co-owns a retail nursery specializing in horticulture products. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, and institutions. The firm offers a range of fee-based wrap programs and investment management strategies that combine discretionary and non-discretionary approaches, supported by internal and third-party portfolio management.

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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Edward R

Series 63, Series 66

Mentor, OH

Benjamin F. Edwards & Company, Inc.

Edward Rigo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Benjamin F. Edwards since 2011. Outside of his advisory role, he serves as a trustee for the Judith M. Rigo Trust in Mentor, Ohio. Benjamin F. Edwards & Company 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 fee-based wrap programs, financial planning, retirement plan consulting, and various investment management services, utilizing a range of strategies monitored and rebalanced by 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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Jodie K

Series 63, Series 66

Mentor, OH

Benjamin F. Edwards & Company, Inc.

Jodie Krueger is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Oppenheimer & Co Inc for 23 years before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies managed internally and through third-party managers.

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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Corey S

CFP®, Series 63

Mentor, OH

Benjamin F. Edwards & Company, Inc.

Corey Sarosy is a CFP® with 26 years of industry experience and has been with Benjamin F. Edwards & Company, Inc. since 2011. Based in Mentor, OH, he holds the Series 63 designation. Benjamin F. Edwards & Company, Inc. 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 various fee-based wrap programs, financial planning, and investment management services, utilizing multiple portfolio strategies monitored and reviewed by 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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