Crown Point, IN 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
10440 Broadway
Crown Point IN 46307
Advisors at this office
4
Advisors at this office
Jennifer J
Series 66
Crown Point, IN
Benjamin F. Edwards & Company, Inc.
Jennifer Jasinski is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 19 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing Services LLC, Fidelity Brokerage Services, and Uvest Financial Services Group, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers diverse advisory programs and financial services supported by both proprietary strategies and third-party models.
Kevin J
Series 65, Series 66
Crown Point, IN
Benjamin F. Edwards & Company, Inc.
Kevin Johnson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Hightower Advisors, and Advanced Equities, Inc. Outside of his advisory role, he serves as a guardian for his daughter. 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 over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, combining proprietary and third-party investment strategies.
David K
Series 63, Series 65
Crown Point, IN
Benjamin F. Edwards & Company, Inc.
David Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc. in Crown Point, Indiana, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has no notable outside activities reported. 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 a network of over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions featuring proprietary strategies and third-party models.
Erika K
Series 66
Crown Point, IN
Benjamin F. Edwards & Company, Inc.
Erika Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior roles include positions 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party model providers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)