Benjamin Fredrickson

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Nacogdoches, TX 75965

Credentials

CFP®, ChFC®, Series 66

Industry experience

11 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer

Work history

Edward Jones

2020 - Present (6 years)

Highland Alpha LLC

2020 - Present (6 years)

Highland Bravo LLC

2020 - Present (6 years)

Bank Of America Na

2015 - 2020 (5 years)

Merrill Edge

2014 - 2020 (6 years)

Merrill Lynch Pierce fenner & Smith

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dane P

CFP®, ChFC®, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

David P

CFP®, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations Business succession planning Intergenerational Families

Heather H

CFP®, Series 63, Series 66

Nacogdoches, TX

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families

Gregg N

CFP®, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

David P

Series 63, Series 66

Nacogdoches, TX

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner

Ryan B

Series 66

Nacogdoches, TX

Merrill

Ryan Boehner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Ryan provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stanford University. Ryan emphasizes a personalized, one-on-one approach with clients to help them pursue their long-term financial objectives. In addition to his professional work, he is engaged in community service through volunteering with local organizations.

Wealth management
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