Joshua Ryan Green
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
11 yearsExperience
1 stateRegistered in
$18.9BFirm assets
16 yearsFirm in business
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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
11 years in the industry.
- Benjamin F. Edwards & Company, Inc.Sep 2026 to now
- T Rowe PriceJun 2026 to Sep 2026
- T.Rowe PriceDec 2023 to Jun 2026
- American FundsMar 2017 to Nov 2023
- InvescoNov 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5717045
- Firm CRD
- 146936