Alexander James Fernbach

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

• 09/2021 → 05/2023
  Bowling Green State University
  Bowling Green, OH
• 06/2023 → 08/2024
  J.P. Morgan Securities Llc
  Wheaton, IL
• 06/2023 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Wheaton, IL
• 01/2017 → 08/2021
  Monarch Landing
  Naperville, IL
• 06/2013 → 12/2016
  Unemployed
  Naperville, IL
• 08/2024 → 10/2025
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → 10/2025
  Schumann Financial
  Wheaton, IL
• 10/2025 → Present
  Benjamin F Edwards & Co, Inc
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-02-05
• S63 Uniform Securities Agent State Law Examination
  2023-08-30

Designations

• Certified Financial Planner

Other Names

• Alexander James Fernbach
• Alex James Fernbach
• Alex Fernbach