Jeffrey
Wolfe

Benjamin F. Edwards & Company, Inc

CRD#2509761
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jeffrey Wolfe is a financial advisor operating out of Saint Louis, Missouri, who has been in the industry for 10 years. Wolfe is currently employed by Benjamin F. Edwards & Company, Inc. Their career trajectory has included roles at Benjamin F Edwards & Co and Edward Jones. Wolfe maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Benjamin F. Edwards & Company, Inc is a registered investment company based in Saint Louis, Missouri. The company has offices in 74 locations and a total of 509 financial advisors. It oversees $8 billion in assets under management across its 29,895 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 66 charities and foundations. Of its 29,895 accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. Benjamin F. Edwards & Company, Inc performs 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. A financial advisor's fee schedules typically vary depending on which service is offered. However, fee types charged by Benjamin F. Edwards & Company, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

One North Brentwood Blvd, Suite 850
Saint Louis, MO 63105

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$8,368,791,115

MO Average: $11,469,110,461
Total Number of Employees

509

MO Average: 458
Total Number of Accounts

29,895

MO Average: 33,415
Average Account Size

$279,939

MO Average: $343,232

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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

Jeffrey Wolfe Work History

Jeffrey has 10 years of experience.

2013 - Present (9 years)

Benjamin F Edwards & Co

2010 - 2013 (3 years)

Edward Jones

Disclosures

Jeffrey Wolfe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Susan Lewis
Saint Louis, MO
Daniel Pietroburgo
Springfield, IL
David Hanson
Saint Louis, MO
Timothy Oman
Saint Louis, MO
Julie Nawrocki
Red Bank, NJ
Janie Nelson
Saint Louis, MO
Peter Mccarthy
Saint Louis, MO
Jeremy Jacobs
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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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