Robert Jay Kahne

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

Authority	Category	Status	Date
FL	RA	APPROVED	2015-04-27
TX	RA	APPROVED	2015-04-24

FL RA
APPROVED

Since 2015-04-27
TX RA
APPROVED

Since 2015-04-24

Branch Locations

101 S. Palm Ave., Sarasota, FL 34236 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Benjamin F. Edwards	Sarasota	FL	04/2015	Present

04/2015 → Present

Benjamin F. Edwards

Sarasota, FL

Previous Registrations

2009-06-01 → 2015-04-30

Morgan Stanley

Sarasota, FL
2006-10-16 → 2009-06-01

Citigroup Global Markets Inc.

Sarasota, FL
1994-07-18 → 2006-10-17

A. G. Edwards & Sons, Inc.

Sarasota, FL

Sarasota, FL

Other Businesses

1. 100% OWNERSHIP - DOWNTOWN PROPERTIES, 4749 CHARING CROSS ROAD, SARASOTA, FL 34241. THE TYPE OF BUSINESS IS TO BUY A CONDO. WORKS 5 HOURS PER MONTH AND 0 DURING SECURITIES TRADING HOURS. 2. OWNER; MONTHLY RENTAL; 0 HOURS AFTER BUSINESS AND DURING TRADING 3. Trustee for parent; start date 5/30/2024; investment-related

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-08-07

S63 Uniform Securities Agent State Law Examination

1985-08-07

Other Names

Bob Kahne

View on SEC IAPD