Benjamin S. Edwards

W.B. EDWARDS & CO.

Johnson City, TN

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CRD#: 8289874

Professional summary

Benjamin Samuel Edwards, who also goes by Ben Edwards, is a registered financial advisor currently at W.B. EDWARDS & CO. located in Johnson City, Tennessee.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Benjamin has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Ben Edwards

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Tennessee Lawn Company 2) not investment related 3) 110 Highland Ridge Court 4) landscaping 5) employee 6) 2015 7) 20 hours 8) 0 hours 9) complete odd end work

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Samuel Edwards's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 6, 2026 - Present

W.B. EDWARDS & CO.

RIA

CRD#: 343080

Johnson City, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(8/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/2026

Uniform Investment Adviser Law Examination

Current Firm

W.B. EDWARDS & CO.

W.B. EDWARDS & CO. | W.B. EDWARDS LLC

CRD#: 343080 / SEC#: 801-136688

RIA

Registered Investment Advisory firm - (7/8/2026 120-Day Approval)

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Contact information

Main Address

800 S. Gay Street Suite 700, Knoxville, TN 37929

Mailing Address

P.o. Box 50995, Knoxville, TN 37950

Phone number

(865) 999-2032

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - W.B. EDWARDS & CO. (6/8/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Benjamin S. Edwards

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Samuel Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

W.B. EDWARDS & CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2026

Current Firm

W.B. EDWARDS & CO.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

W.B. EDWARDS & CO.

TRUST BUT VERIFY

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