Benjamin Jones
Benjamin Jones is a registered investment advisor at National Wealth Management Group, LLC, based in Cincinnati, OH, with 19 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,065 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.
Location
11260 Chester Road, Suite 250, Cincinnati, OH, 45246-0002
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Regulatory History (1)
Customer Dispute
March 2013Other Business Activities
Benjamin is a registered investment advisor hybrid with National Wealth Management Group, dedicating full-time hours to this activity. He also co-hosts The Money Alchemist Podcast and is involved with Jones & Sons Financial, LLC for tax/investment purposes.
Employment History
Current Registrations
National Wealth Management Group, LLC
Previous Registrations
National Wealth Management Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.