Joshua
Erni

Benjamin F. Edwards & Company, Inc

CRD#4507666
Investment Advisor
in Saint Louis, MO

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About this Advisor

Joshua Erni is a financial advisor based in Saint Louis, Missouri, working with Benjamin F. Edwards & Company, Inc. Joshua has previously held positions at Edward Jones and Benjamin F. Edwards. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Joshua is part of Benjamin F. Edwards & Company, Inc, which operates out of Saint Louis, Missouri. The firm has 89 offices and 711 employees. The firm manages assets totaling $13.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Benjamin F. Edwards & Company, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

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

$13,158,414,504

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

711

MO Average: 458
Total Number of Accounts

44,978

MO Average: 33,415
Average Account Size

$292,552

MO Average: $343,232

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

Joshua Erni Work History

2022 - Present (2 years)

Benjamin F. Edwards

2002 - 2022 (20 years)

Edward Jones

Disclosures

Please visit the SEC profile of Joshua Erni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Mark Barczuk
Saint Louis, MO
Sandra Williams
Saint Louis, MO
Emily Joyce-Grikis
Hamden, CT
Lauren Lawler
Melbourne, FL
Shelley Holbrooks
Saint Louis, MO
Nicole Avery-Young
Springfield, MO
Kristen Ketchum
Saint Louis, MO
Margaret Dill
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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