Julie
Nawrocki

Benjamin F. Edwards & Company, Inc

CRD#4331108
Investment Advisor
in Red Bank, NJ

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About this Advisor

Julie Nawrocki is a financial advisor working out of Red Bank, New Jersey, with 12 years of experience as a financial advisor. Nawrocki is an employee of Benjamin F. Edwards & Company, Inc. Throughout their career, they have worked at Garden State Securities, Inc and Benjamin F Edwards & Co. Nawrocki has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in New Jersey. Benjamin F. Edwards & Company, Inc is a firm that has its headquarters in Red Bank, New Jersey. The investment advisory business has offices in 78 locations and a total of 649 employees. It handles $12 billion in assets under management between its 37,954 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 75 charities and foundations. Of its 37,954 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Benjamin F. Edwards & Company, Inc performs a diverse array 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 for financial advisory services usually depend on which services the firm provides the client. However, fee types billed by Benjamin F. Edwards & Company, Inc can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

125 Half Mile Road, Suite 104
Red Bank, NJ 07701

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$12,398,563,533

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

649

NJ Average: 458
Total Number of Accounts

37,954

NJ Average: 33,415
Average Account Size

$326,673

NJ 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

Julie Nawrocki Work History

Julie has 12 years of experience.

2014 - Present (8 years)

Benjamin F Edwards & Co

2010 - 2014 (4 years)

Garden State Securities, Inc

Disclosures

Julie Nawrocki has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Charles Blatz
Saint Louis, MO
Sally Davis
O Fallon, IL
Andrea Ehle
Panama City, FL
Brent Wilhelm
Saint Louis, MO
James Williams
Saint Louis, MO
Patricia Jenks
Saint Louis, MO
Timothy Moran
Saint Louis, MO
Elaine Conway
Saint Louis, MO

The content in this profile was updated by SmartAsset on 04/01/2022 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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