Joshua Michael Hayes
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Benjamin F. Edwards & Company, Inc.Jan 2019 to now
- Benjamin F EdwardsJan 2019 to now
- Various Insurance Carriers for W&r Insurance AgenciesAug 2017 to Dec 2018
- Waddell & Reed IncAug 2017 to Dec 2018
- Foreside Fund Services, LLCJan 2017 to Sep 2017
- Wbi Investments Inc.May 2016 to Sep 2017
- Quasar Distributors, LLCMay 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (CO).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2537937
- Firm CRD
- 146936