Sierra Vista, AZ Canyon De Flores 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
3511 Canyon De Flores, Suite A
Sierra Vista AZ 85650
Advisors at this office
3
Advisors at this office
Alexander K
Series 66
Sierra Vista, AZ
Benjamin F. Edwards & Company, Inc.
Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at the Department of Defense for 14 years and has engaged in graduate studies since 2017. He also serves as a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, 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 consulting, and investment management, employing both proprietary and third-party strategies.
Andrew K
Series 65, Series 66
Sierra Vista, AZ
Benjamin F. Edwards & Company, Inc.
Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sierra Vista, AZ. He holds Series 65 and Series 66 credentials and has 20 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, and investment management consulting with discretionary and non-discretionary managed solutions.
Tait W
Series 66
Sierra Vista, AZ
Benjamin F. Edwards & Company, Inc.
Tait Wilcox is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for nineteen years and spent time at Cochise College. Wilcox serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista. 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, and investment management consulting, combining proprietary strategies and third-party model portfolios with discretionary and non-discretionary solutions.
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