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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Jones is a financial advisor with over 17 years of experience in the financial services industry. He is a registered representative of LPL Financial and an investment advisor representative of National Wealth Management Group, LLC. Benjamin specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is committed to providing personalized financial advice and helping clients achieve their financial goals. Benjamin holds a Series 7, Series 24, and Series 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
01/05/2022 - Present
National Wealth Management Group, LLC (CINCINNATI OH)
OH
10/01/2012 - 03/05/2013
J.P. MORGAN SECURITIES LLC (LOVELAND OH)
OH
10/04/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOVELAND OH)
OH
11/13/2009 - 09/29/2010
PNC INVESTMENTS (FAIRFIELD OH)
OH
08/22/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (WEST CHESTER OH)
OH
08/09/2006 - 08/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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