Alexander James Fernbach
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
13 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
13 years in the industry.
- Benjamin F. Edwards & Company, Inc.Oct 2025 to now
- Cetera Financial Specialists LLCAug 2024 to Oct 2025
- Schumann FinancialAug 2024 to Oct 2025
- J.P. Morgan Securities LLCJun 2023 to Aug 2024
- JPMorgan Chase Bank, N.A.Jun 2023 to Aug 2024
- Bowling Green State UniversitySep 2021 to May 2023
- Monarch LandingJan 2017 to Aug 2021
- UnemployedJun 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7774689
- Firm CRD
- 146936