Jon robert Bishop Price
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
10 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
10 years in the industry.
- Benjamin F. Edwards & Company, Inc.Dec 2024 to now
- Benjamin F. EdwardsSep 2024 to now
- WescoJan 2023 to Aug 2024
- State Industrial ProductsOct 2021 to Dec 2022
- Moondance AdventuresMay 2021 to Aug 2021
- Quail Creek Country ClubJan 2021 to May 2021
- Bellasera HotelAug 2020 to Dec 2020
- Kathleen PassidomoMay 2019 to Aug 2019
- Pritchett Moore InsuranceAug 2018 to Nov 2018
- Rgm CapitalMay 2018 to Aug 2018
- The University of AlabamaAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7989107
- Firm CRD
- 146936