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Zachary Jonathan Weiner

Benjamin F. Edwards & Company, Inc.

Timonium, MD

St. Louis, MO

Baltimore, MD

CRD 6927772

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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
MD RA APPROVED 2018-04-23
TX RA APPROVED 2018-04-23
  • MD RA
    APPROVED
    Since 2018-04-23
  • TX RA
    APPROVED
    Since 2018-04-23

Branch Locations

9515 Deereco Rd. Suite 201, Timonium, MD 21093 • United States

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

Baltimore, MD • 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 & Co. Baltimore MD 03/2018 Present
Jp Morgan Jersey City NJ 07/2012 03/2018
  • 03/2018 → Present
    Benjamin F. Edwards & Co.
    Baltimore, MD
  • 07/2012 → 03/2018
    Jp Morgan
    Jersey City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-20
  • S66 Uniform Combined State Law Examination
    2018-04-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

L. K. BENSON & COMPANY, P.C. · TIMONIUM, MD
BERMAN MCALEER · TIMONIUM, MD
THE L. WARNER COMPANIES, INC · TIMONIUM, MD

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