Jonesboro, AR Windover Rd. Office

Team
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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

1112 Windover Rd.

Jonesboro AR 72401

Advisors at this office

9

Advisors at this office

user avatar

Jeffrey G

Series 63

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Jeffrey Green is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 40 years of industry experience. His prior work includes roles at Stephens Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. based in Jonesboro, Arkansas. 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 advisory programs, financial planning, retirement consulting, and investment management with both discretionary and non-discretionary solutions utilizing proprietary strategies and third-party models.

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

Aimee S

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Aimee Shouse is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 13 years of industry experience. Her career includes positions at Bank of America, Merrill, and The Trim Gym. She is also a co-executrix of the Estate of Aloma S. Johnston. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models.

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

Robert G

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Robert Greer is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Benjamin F. Edwards, he worked at Medtronic Inc. for ten years. Outside of his advisory role, he co-owns a flower farm in Jonesboro, Arkansas with his spouse. 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, investment management, brokerage, insurance products, and M&A advisory services.

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

Melissa B

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Melissa Browning is a financial advisor with Benjamin F. Edwards & Company, Inc. in Jonesboro, AR, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory work, she is a licensed Notary Public in Jonesboro. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, investment management, and brokerage services, 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

Timothy F

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Timothy Fitzgerald is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Stephens Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the board of Empower, a company delivering broadband internet in northeast Arkansas, and is an NCAA Division I basketball official. 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, 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

Peter M

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Peter Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has ownership interests in two real estate-related businesses in Jonesboro, Arkansas, where he manages tenant relations and property maintenance. Benjamin F. Edwards & Company is an enterprise firm serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through over 500 advisors. The firm offers a range of services including financial planning, investment management, and brokerage, utilizing proprietary strategies alongside third-party models and maintaining an internal trading desk.

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

William H

Series 63, Series 65

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

William Harris is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His 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 through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and brokerage services, combining proprietary strategies and third-party model providers.

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

Stacy J

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Stacy Jennings is a financial advisor with Benjamin F. Edwards & Company, Inc. in Jonesboro, Arkansas. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Benjamin F. Edwards in 2017, Jennings worked at Stephens Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company 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 financial planning, investment management, brokerage, insurance products, and M&A advisory, 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

Jeremy W

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Jeremy Watson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked at Benjamin F. Edwards since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. 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 provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, investment management, and certain M&A advisory services.

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