Columbus, MS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Benjamin F. Edwards & Company, Incorporated
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Incorporated
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.
Expertise
Occupation focus
Location
2240 Military Rd
Columbus MS 39705
Advisors at this office
2
Advisors at this office
James R
Series 63, Series 66
Columbus, MS
Benjamin F. Edwards & Company, Inc.
James Rooker is a financial advisor with Benjamin F. Edwards & Company, Inc. in Columbus, MS, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior experience includes 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 that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory, combining proprietary strategies with third-party models and maintaining an internal trading desk alongside custody and clearance services.
Jim F
Series 63, Series 66
Columbus, MS
Benjamin F. Edwards & Company, Inc.
Jim Ford Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Columbus, Mississippi, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in timber management, oil and gas exploration, and maintains copyrights for original literary works through separate business interests. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual, high-net-worth, pension, charitable, and corporate clients through a network of over 500 advisors. The firm offers a range of financial services including advisory programs, investment management, and retirement plan consulting, utilizing both proprietary strategies and third-party models with an in-house equity and fixed-income trading desk.
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