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Joshua Michael Baeza

Benjamin F. Edwards & Company, Inc.

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About Joshua Michael Baeza

Joshua Michael Baeza is a registered investment advisor representative with Benjamin F. Edwards & Company, Inc.. Joshua has been in the industry since 2019. Joshua is registered in Michigan and Texas.

Firm Information

Joshua Baeza is currently registered with Benjamin F. Edwards & Company, Inc.. Benjamin F. Edwards & Company, Inc. is a Corporation headquartered in ST. LOUIS, MO, United States. Established in 2008, the firm provides financial planning, pension consulting, educational seminars, and other advisory services. The firm's assets under management are over $13 billion and they have a network of 518 registered representatives serving individual and institutional clients. They are registered with the SEC and in 53 states.
Benjamin F. Edwards & Company, Inc.

ONE NORTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63105

$13.16B

Assets Under Management

23

Total Clients

493

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Baeza’s Registration & Firm History

MO

08/19/2024 - Present

Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)

NJ

02/16/2022 - 04/24/2023

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

PA

05/20/2019 - 12/19/2022

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Dresher PA)

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Licenses & Designations

BOTH

Issued 04/03/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/18/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Michael Baeza.
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