Clemson, SC Office
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Benjamin F. Edwards & Company, Inc.
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Inc.
About
Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit‑sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap‑fee advisory programs, financial planning, retirement plan consulting, investment management consulting (with and without execution), brokerage services, insurance products, and certain M&A advisory services.
BFE delivers both discretionary and non‑discretionary managed solutions that combine proprietary strategies and third‑party model providers, including model portfolios, active/passive ETF strategies, and a Unified Managed Account overlayed by BNY Mellon Advisors. Its in‑house Equity & Fixed Income Portfolios use a quantitative, factor‑based equity approach and fundamental credit research for fixed income, and the brochure notes that performance reporting for accounts holding fixed income products in that program is provided on an ad‑hoc basis upon client request.
The firm operates an internal equity and fixed‑income trading desk and includes custody and clearance services as part of many wrap programs while Pershing serves as the primary qualified custodian, an operational mix less common among large enterprise advisers. BFE’s disclosure also highlights recent regulatory matters (text‑message supervision, complex ETP suitability, and mutual fund share‑class selection) and describes remedial changes to supervisory procedures and product‑selection practices.
Based on Benjamin F. Edwards & Company, Inc.
Expertise
Based on Benjamin F. Edwards & Company, Inc.
Location
600 College Avenue
Clemson SC 29631
Advisors at this office
4
Advisors at this office
Kevin B
CFP®, Series 63, Series 65
Clemson, SC
Benjamin F. Edwards & Company, Inc.
Kevin Brock is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at First Citizens Asset Management, First Citizens Investor Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Additionally, he serves as a trustee for his parent. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing both proprietary and third-party investment strategies.
Jesse W
CFP®, Series 63, Series 66
Clemson, SC
Benjamin F. Edwards & Company, Inc.
Jesse Wright III is a CFP® professional with 43 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2014. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.
Shelley H
Series 63, Series 66
Clemson, SC
Benjamin F. Edwards & Company, Inc.
Shelley Holbrooks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, employing both discretionary and non-discretionary managed solutions that incorporate proprietary strategies and third-party models.
Margaret D
Series 63, Series 66
Clemson, SC
Benjamin F. Edwards & Company, Inc.
Margaret Dill is a financial advisor with Benjamin F. Edwards & Company, Inc. in Clemson, SC, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including four years at Wells Fargo Clearing before joining Benjamin F. Edwards in 2014. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management utilizing both proprietary and third-party strategies.
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