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About
James W. Garner is Vice President – Investments at Benjamin F. Edwards & Co., based in Atlanta, GA. With over three decades of experience in financial services, he focuses on delivering customized investment and retirement income solutions to high net worth individuals, retirees, and business entrepreneurs. In his role, Garner specializes in asset allocation, portfolio construction, estate planning strategies, wealth preservation, and guiding clients through complex financial landscapes.
Throughout his career, Garner has held several leadership positions, including Vice President – Investments at Wells Fargo Advisors, where he gained extensive experience in securities and advisory services. His investment expertise includes equities, fixed income, mutual funds, and holistic wealth management, with a strong emphasis on long-term financial planning for diverse client needs.
Garner holds graduate credentials from the Colorado School of Mines, a Bachelor of Science from The University of Georgia, and completed studies at Auburn University and Admiral Farragut Academy in Naval Science and Operations. He is known for his client-centric, education-focused approach and commitment to challenging traditional institutional methods to achieve favorable outcomes for clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Vice President - Investments | May 2018 to Present | Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not... |
| Wells Fargo Advisors | Vice President - Investments | May 2017 to May 2018 | — |
| Wells Fargo Advisors | Associate Vice President - Investments | Jun 2008 to May 2017 | — |
| A.G. Edwards & Sons, Inc. | Associate Vice President - Investments | Nov 1991 to May 2008 | I am a design and implementation-minded investment advisor with many years of multi-faceted experience in finance, investments, income optimization, and consulting. More important than my background i... |
| Boettcher and Company | Senior Investment Advisor | May 1987 to Nov 1991 | — |
Education
Colorado School of Mines
Graduate Studies
1978 — 1979
The University of Georgia
Bachelor of Science (B.S.)
1974 — 1975
Auburn University
1971 — 1973
Admiral Farragut Academy
Diploma, Navy/Marine ROTC, Naval Science and Operations
1970 — 1971
Skills & Expertise
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
| Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States | |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
| Senior Vice President- Investments | Middletown, RI , United States | |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
| Chief Investment Officer | St. Louis, MO , United States | |
| Vice President - Investments | Belleville, IL , United States | |
| Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States | |
| Senior Vice President - Investments, Branch Manager | Harrison, AR , United States | |
| Vice President - Investments | Peoria, IL , United States | |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
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C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
M Michael Quigley | Senior Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |