Morristown, TN Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

5

Of 511 advisors across 152 offices

Location

2640 W. Andrews Johnson Way

Morristown TN 37814

Advisors at this office

5

Advisors at this office

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Aimee H

Series 63, Series 65

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Aimee Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is based in Morristown, Tennessee. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Joyce T

Series 63

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Joyce Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Taylor is based in Morristown, TN. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Crampton H

Series 63, Series 65

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Crampton Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2020. He holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment models, with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Kristopher Y

CFP®, Series 66

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Kristopher Yarlett is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Edward Jones for 12 years. Outside of his advisory role, Yarlett is involved as a partner in local breweries and holds ownership interests in several business ventures including storage facilities and property development. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Joseph D

Series 66

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Joseph Daniels is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 designation with one year of industry experience. Prior to entering the financial advisory field, he worked for 14 years at Old Dominion Freight Line. He is also appointed as an agent to sell non-securities insurance products for AGIA. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized investment strategies and combines advisory services with broker-dealer capabilities and in-house trading.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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