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Sarah Jefferson

Benjamin F. Edwards & Company, Inc.

St. Louis, MO

Rome, GA

CRD 7424635

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Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Benjamin F. Edwards & Company, Inc.

One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-09-30
  • GA RA
    APPROVED
    Since 2022-09-30

Branch Locations

One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States

1605 Martha Berry Boulevard Nw, Rome, GA 30165 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Benjamin F. Edwards Rome GA 08/2021 Present
Cartersville City Schools Cartersville GA 08/2018 08/2021
Ashton Staffing Cartersville GA 03/2017 08/2018
Homemaker/Part Time Student Cartersville GA 07/2014 03/2017
  • 08/2021 → Present
    Benjamin F. Edwards
    Rome, GA
  • 08/2018 → 08/2021
    Cartersville City Schools
    Cartersville, GA
  • 03/2017 → 08/2018
    Ashton Staffing
    Cartersville, GA
  • 07/2014 → 03/2017
    Homemaker/Part Time Student
    Cartersville, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-23
  • S66 Uniform Combined State Law Examination
    2022-09-23

View on SEC IAPD

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