Joshua Michael Hayes

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 09/2017
  Wbi Investments Inc.
  Hudson, CO
• 05/2016 → 12/2016
  Quasar Distributors, Llc
  Milwaukee, WI
• 01/2017 → 09/2017
  Foreside Fund Services, Llc
  Hudson, CO
• 08/2017 → 12/2018
  Waddell & Reed Inc
  Fort Collins, CO
• 08/2017 → 12/2018
  Various Insurance Carriers For W&R Insurance Agencies
  Hudson, CO
• 01/2019 → Present
  Benjamin F Edwards
  Hudson, CO

Previous Registrations

• 2017-09-01 → 2018-12-10
  Waddell & Reed
  Ft. Collins, CO
  Las Vegas, NV
• 2016-05-16 → 2017-08-15
  Wbi Investments, Llc
  Red Bank, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-07-21

Designations

• Certified Financial Planner

Other Names

• Josh Michael Hayes
• Joshua Michael Hayes