FD
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Fajkon Djonbalaj

17 Years of Experience
Colorado Springs, CO
Broker

Fajkon Djonbalaj is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Colorado Springs, CO, with 17 years of industry experience. Fajkon 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

90 South Cascade Avenue, Suite 1140, Colorado Springs, CO, 80903

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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

Fajkon is a Trustee for an organization in Colorado Springs since 2020, dedicating minimal time. He is also an Executive Board Member for another organization in Colorado Springs since 2023, also dedicating minimal time.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
June 2024 - Present · 1 yr 11 mos
Benjamin F. Edwards & Company, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2018 - July 2024 · 6 yrs
Ameriprise Financial Services, LLCBroker
July 2018 - July 2024 · 6 yrs
Wells Fargo Clearing Services, LLC
September 2008 - July 2018 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2008 - July 2018 · 9 yrs 11 mos
State Registrations18 states
AZCACOFLGAINKSKYMOMTNMORPAUTVAWAWVWY
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.
Fajkon Djonbalaj - Financial Advisor | TrueAdvisor