Ward Petty
Portfolio Manager-Equities at Benjamin F. Edwards & Co., Inc.
Profile
Mr. Joseph E.
Petty is a Branch Manager & Managing Director of Investments at Benjamin F.
Edwards & Co., Inc. He joined the firm in 2011 when he opened and was named manager for the firm’s office in Chattanooga, TN.
Just 18 months later, he was named Southeast Regional Manager with oversight responsibilities for the firm’s offices in Atlanta, GA; Highlands, NC; Panama City, FL; and Tazewell, VA.
A veteran of the financial services industry since 1980.
Mr. Petty opened the Chattanooga office of A.G.
Edwards in 1991.
Eventually, the office grew to employ more than 30, with 10 more employed in the firm’s Dalton, GA satellite office, which Ward also supervised.
His reputation extends beyond Chattanooga, as he was recognized by Barron’s one of the top 1,000 financial advisors in the country in 2009 and 2010.
He was also included in Registered Rep magazine’s list of 10 outstanding investment advisors in 1998.
He is a graduate of the University of Tennessee at Chattanooga with a Bachelor of Science degree in Accounting.
Ward Petty active positions
| Companies | Position | Start |
|---|---|---|
Benjamin F. Edwards & Co., Inc.
 Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Portfolio Manager-Equities | 30/06/2011 |
Former positions of Ward Petty
| Companies | Position | End |
|---|---|---|
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | 30/06/2011 |
Training of Ward Petty
| University of Tennessee | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Benjamin F. Edwards & Co., Inc.
Benjamin F. Edwards & Co., Inc. Investment ManagersFinance Benjamin F. Edwards & Co., Inc. (BFE) is a SEC-registered investment advisor and broker/dealer headquartered in St. Louis, Missouri. The firm was founded in 2008 by Benjamin Edwards IV and Cynthia Böhme. They are a wholly-owned subsidiary of Benjamin Edwards, Inc. BFE provides advice to a wide variety of clients. Their services are provided through various wrap fee programs. | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
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