JC
CFP
JC
CFP

Joseph Cantalin

41 Years of Experience
St. Louis, MO
Broker

Joseph Cantalin is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 41 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One North Brentwood Blvd, Suite 850, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
August 2022 - Present · 4 yrs 2 mos
Benjamin F. Edwards & Company, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2021 · 13 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
February 1991 - January 2008 · 16 yrs 11 mos
Germania Securities, INC.Broker
April 1988 - September 1989 · 1 yr 5 mos
Rowland, Simon & CO.Broker
February 1988 - February 1988 · 0 mos
R. Rowland & CO., IncorporatedBroker
May 1985 - February 1988 · 2 yrs 9 mos
Connecticut Mutual Financial Services, INC.Broker
April 1983 - May 1985 · 2 yrs 1 mo
State Registrations2 states
MOTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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