JF
JF

Jim Ford

39 Years of Experience
St. Louis, MO
Broker

Jim Ford is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 39 years of industry experience. Jim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Boulevard, 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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Other Business Activities

Jim owns Hutchinson Farms, a timber management business, and Ford Exploration, Inc., an oil and gas exploration company, dedicating minimal time to each. Jim also maintains copyrights to original literary works through Sawan LLC, spending a few hours per week on this endeavor.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Benjamin F. Edwards & Company, Incorporated
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2021 · 13 yrs
Wells Fargo Clearing Services, LLC
January 2008 - January 2021 · 13 yrs
A. G. Edwards & Sons, INC.
October 2004 - January 2008 · 3 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
September 1988 - January 2008 · 19 yrs 4 mos
J.C. Bradford & CO.Broker
July 1986 - September 1988 · 2 yrs 2 mos
State Registrations10 states
ALARCAFLGAMOMSNCTNTX
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.
Jim Ford - Financial Advisor | TrueAdvisor