Joshua Michael Baeza
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
11 yearsExperience
2 statesRegistered 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.Aug 2024 to now
- Prudential Investment Management Services LLCFeb 2022 to Aug 2024
- Prudential Insurance Company of AmericaDec 2021 to Feb 2022
- Prudential Annuities DistributorsApr 2019 to Dec 2021
- Angry OwlApr 2018 to Jun 2019
- UnemployedJan 2018 to Apr 2018
- Claude's SaucesApr 2016 to Jan 2018
- Cracker BarrelApr 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 7091222
- Firm CRD
- 146936