Unclaimed Profile

Joanne Marie Welker

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED·ST. LOUIS, Missouri

SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 79TOCFAClean record17 years registeredBENJAMIN F. EDWARDS & COMPANY, INCORPORATED

ONE NORTH BRENTWOOD BOULEVARD, ST. LOUIS, MO 63105CRD# 2300075Firm CRD# 146936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joanne Marie Welker · ST. LOUIS, MO

Registration

CRD #2300075 · BENJAMIN F. EDWARDS & COMPANY, INCORPORATED · 17 years registered

Brand Profile

Not yet started

Career History

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

May 2010 – present

BENJAMIN F. EDWARDS & COMPANY, INC.

Aug 2009 – present

BFE ASSET MANAGEMENT, LLC

May 2009 – May 2010

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Series 79TO

Registration record

First registered · May 4, 2009

Years registered · 17

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

CRD 146936 · SEC 801-71421

AUM

$13.2B

Regulatory assets under management

Employees

711

44,978 client accounts

Services offered by BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BENJAMIN F. EDWARDS & COMPANY, INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Joanne Marie Welker offer?

Joanne Marie Welker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Joanne Marie Welker's credentials?

Joanne Marie Welker holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joanne Marie Welker located?

Joanne Marie Welker is based in ST. LOUIS, Missouri, working with BENJAMIN F. EDWARDS & COMPANY, INCORPORATED. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Joanne Marie Welker charge for services?

Joanne Marie Welker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BENJAMIN F. EDWARDS & COMPANY, INCORPORATED?

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED has approximately 711 employees and manages $13.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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