Benjamin McPherson, financial advisor Lockport NY

Benjamin McPherson

CRD Number: 7073655
Current Firm: Edward Jones

Benjamin McPherson (CRD# 7073655) is an Investment Advisor Representative working at Edward Jones in Lockport, NY and has over 3 years of experience in the finance industry.

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Lytle Investments
Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2019 - Current 3
In The Hiring Process For Edward Jones Medina, NY Dec 2018 - Mar 2019 < 1
The College At Brockport Brockport, NY Aug 2018 - Dec 2018 < 1
Hartway Chevrolet Medina, NY Jun 2014 - Aug 2018 4
Ls Ventures Medina, NY Apr 2013 - Sep 2015 2
Medina Park Program Medina, NY May 2013 - Aug 2013 < 1
Mcdonalds Medina, NY Jun 2012 - May 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Benjamin McPherson
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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