Redding, CA Office
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Benjamin F. Edwards & Company, Inc.
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Inc.
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, Inc.
Expertise
Based on Benjamin F. Edwards & Company, Inc.
Location
169 Hartnell Ave, Suite 128
Redding CA 96002
Advisors at this office
4
Advisors at this office
Joseph G
Series 63
Redding, CA
Benjamin F. Edwards & Company, Inc.
Joseph Gruber is a financial advisor with Benjamin F. Edwards & Company, Inc. in Redding, California, holding a Series 63 designation and 24 years of industry experience. His prior experience includes positions at Stifel Nicolaus & Co Inc, Raymond James & Associates, 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 advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services, utilizing both proprietary strategies and third-party models.
Jasmine P
Series 66
Redding, CA
Benjamin F. Edwards & Company, Inc.
Jasmine Packer is a Series 66-licensed financial advisor with three years of industry experience. She currently works at Benjamin F. Edwards & Company, Inc. and previously held positions at Stifel, Tri Counties Bank, Shasta County, and Wells Fargo Bank. Outside of her advisory role, she manages an event rentals business focused on social media marketing and customer service. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base with a range of services including financial planning, investment management, and retirement consulting through more than 500 advisors.
Brian G
Series 63
Redding, CA
Benjamin F. Edwards & Company, Inc.
Brian Gruber is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 46 years of industry experience. His previous firms include Stifel Nicolaus & Co Inc, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, 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 more than 500 advisors. The firm offers a range of services including financial planning, investment management, retirement plan consulting, and brokerage services, with discretionary and non-discretionary managed solutions that include proprietary and third-party strategies.
Cody W
Series 63
Redding, CA
Benjamin F. Edwards & Company, Inc.
Cody Washburn is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 63 designation and has 24 years of industry experience. His prior work history includes positions at LPL Financial, Stifel Nicolaus & Co., Wells Fargo Advisors, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an enterprise firm with over 500 advisors serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models.
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