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Steven C
Series 63, Series 65
Tucson, AZ
Benjamin F. Edwards & Company, Inc.
Steven Cooke is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a boat. Benjamin F. Edwards & Company 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 consulting, and investment management consulting, utilizing both discretionary and non-discretionary strategies managed internally and by third-party managers.
Aaron M
CFP®, Series 66
Tucson, AZ
Benjamin F. Edwards & Company, Inc.
Aaron Mabley is a CFP® professional with five years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc. and has previously held positions at firms including Morgan Stanley and various entities within the Cetera and Avantax networks. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management through wrap programs and customized portfolio strategies.
Janie N
Series 63, Series 65
Tucson, AZ
Benjamin F. Edwards & Company, Inc.
Janie Nelson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Valic Financial Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of her advisory career, she manages a personal ranch through JB Bar Ranch LLC in Marana, AZ. 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 diversified advice through fee-based wrap programs, financial planning, and investment management, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
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