Sherman, TX Office
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Benjamin F. Edwards & Company, Incorporated
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Incorporated
About
Benjamin F. Edwards & Company is an SEC‑registered investment adviser and broker‑dealer that serves a broad client base—individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations and other institutions—through fee‑based wrap programs, financial planning, retirement plan consulting, investment management consulting and plan‑participant services. The firm’s scale includes several hundred advisors and tens of billions in assets under management, and it supports both employee and affiliated independent‑contractor advisors.
BFE delivers advice through consolidated discretionary and non‑discretionary wrap programs that use strategies managed by BFE, its financial advisors, and third‑party managers; offerings include mutual‑fund and ETF model strategies, active and passive ETF portfolios, equity and fixed‑income portfolios, separately managed accounts, a UMA overlayed by BNY Mellon Advisors, tax transition strategies, and private/ custom portfolios. Models and portfolios are monitored and rebalanced on a periodic basis and reviewed by an Investment Strategy Committee, and the firm discloses the use of both strategic multi‑year allocations and more tactical adjustments where appropriate.
Operationally the firm combines custody and execution features that are less common among peers: Pershing is disclosed as the primary qualified custodian for wrap accounts, yet BFE’s wrap‑fee services explicitly include custody and clearance of securities, the firm handles certain assets held with issuers or alternative custodians (with separate invoicing where required), and it operates an internal equity and fixed‑income trading desk. BFE also functions as a broker‑dealer, an insurance agency, and provides occasional M&A advice; its brochure discloses recent regulatory matters (FINRA and SEC findings) and subsequent remedial steps, signaling an emphasis on enhanced supervisory and operational controls following those events.
Expertise
Occupation focus
Location
1303 N. Travis St.
Sherman TX 75092
Advisors at this office
6
Advisors at this office
Aaron M
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Aaron Melton is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 license and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Bar M Ranch and Presco. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting through a broad range of strategies monitored by an Investment Strategy Committee.
Katherine W
CFP®, Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Katherine Worrell is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of her advisory role, she is the owner of W Opportunity Fund, LLC, a real estate and investment-related business based in Sherman, TX. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm provides a range of fee-based wrap programs, financial planning, and investment management consulting, offering both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
James G
CFP®, Series 63, Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
James Graham is a CFP® certified financial advisor with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of his advisory role, he co-owns Graham Honey Company LLC, a business focused on honey production in Pottsboro, TX. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical portfolio management approaches.
Paula J
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Paula Judkins is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she works as a Pampered Chef consultant on a part-time basis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.
Bruce M
Series 63
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Bruce Melton is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 63 designation with 40 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he is a part owner of a family cattle farm in Sherman, Texas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies overseen by an Investment Strategy Committee.
Nicholas G
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Nicholas Grayson is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at National Government Services and ServiceLink Services LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies across mutual funds, ETFs, separately managed accounts, and customized portfolios.
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