James
Masterson
Benjamin F. Edwards & Company, Inc
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About this Advisor
James Masterson is a financial advisor who works in Saint Louis, Missouri, with a total of 10 years in the industry. Masterson works at Benjamin F. Edwards & Company, Inc. They have spent all of their career at Benjamin F. Edwards & Company, Inc. Masterson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. Benjamin F. Edwards & Company, Inc is a business that has its headquarters in Saint Louis, Missouri. The company has offices in 74 locations and a total of 509 financial advisors. It oversees $8 billion in total assets across its 29,895 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 66 charitable organizations. Of its 29,895 client accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. Benjamin F. Edwards & Company, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the financial services offered. However, fees charged by Benjamin F. Edwards & Company, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Benjamin F. Edwards & Company, Inc Brokerage Details
$8,368,791,115
509
29,895
$279,939
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Masterson Work History
James has 10 years of experience.
Benjamin F. Edwards & Company, Inc
Disclosures
James Masterson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Benjamin F. Edwards & Company, Inc
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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