Hattiesburg, MS Office

Team
Updated today
Benjamin F. Edwards & Company, Incorporated logo

Benjamin F. Edwards & Company, Incorporated

Enterprise

Firm-wide stats for Benjamin F. Edwards & Company, Incorporated

Total advisors

517

Across 153 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

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, Incorporated

Expertise

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Based on Benjamin F. Edwards & Company, Incorporated

Occupation focus

Executive Founder/Business Owner

Based on Benjamin F. Edwards & Company, Incorporated

Location

6555 Us Highway 98 West, Suite B

Hattiesburg MS 39402

Advisors at this office

8

Advisors at this office

user avatar

Richard M

Series 63, Series 65

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Richard Moore is a financial advisor with Benjamin F. Edwards & Company, Inc. in Hattiesburg, MS, holding Series 63 and 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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, retirement plan consulting, investment management consulting, brokerage services, and insurance products, utilizing both proprietary and third-party investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Howell T

CFP®, Series 63

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Howell Taylor is a CFP® with 39 years of industry experience currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He has worked at the firm since 2015, following seven years at Wells Fargo Clearing and five years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as co-trustee for his mother's trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, and institutional entities. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies with a quantitative approach to equity and fixed income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Dustin A

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Dustin Autry is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Citizens National Bank. 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 brokerage services, employing both proprietary and third-party investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Joseph H

Series 63, Series 65

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Joseph Hurston Sr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He has been with Benjamin F. Edwards since 2017. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Robert S

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Robert Simmons is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 24 years of industry experience. His prior firms include Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Simmons has a minority ownership interest in family-funded investments in oil and gas wells and mineral rights. 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 over 500 advisors. The firm provides advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and select M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Mark J

Series 63, Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Mark Jackson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he holds a 50% ownership in a toy and doll store in Hattiesburg, MS, which is managed by his wife. 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 services including financial planning, investment management, and retirement consulting, utilizing both proprietary and third-party model strategies alongside in-house quantitative equity and fundamental fixed income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Ryan P

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Ryan Pollacci is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and nine years of industry experience. He previously worked at Wells Fargo Clearing and spent a decade at Taylor Farms before joining his current firm. Outside of his advisory role, he is involved as a co-trustee of a revocable trust and manages short-term rental properties in Oxford, Mississippi. 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 over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management combining proprietary strategies with third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Forrest H

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Forrest Hartel is a Series 66 credentialed advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, he was involved with Yak Access, LLC for 15 years. 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, investment management consulting, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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”)