Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin William Jones is a financial advisor with Mariner Wealth Advisors, a firm headquartered in Overland Park, Kansas. Benjamin has over 15 years of experience in the financial services industry. Benjamin is registered in Florida and Texas as an Investment Advisor Representative (IAR). Benjamin holds the Series 7 and Series 66 licenses. In addition to his current role, Benjamin has held previous positions with Commonwealth Financial Network and Allegiant Private Advisors, LLC. Benjamin is a Certified Financial Planner. Benjamin specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions.
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.
Family office services
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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FL
08/02/2021 - Present
Mariner Wealth (Sarasota FL)
MA
12/20/2006 - 12/31/2013
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 04/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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