BS
BS

Ben Sheridan

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

115 Bloomingdale Ave., Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ben is a board member and treasurer for Squash Dreamers, a nonprofit organization, dedicating minimal time to this role. Ben also works full-time as a Registered Associate for McCloskey Financial Group.

Employment History
Current Registrations
Nations Financial Group, INC.
June 2024 - Present · 1 yr 8 mos
Nations Financial Group, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
J.P. Morgan Securities LLC
July 2023 - March 2024 · 8 mos
J.P. Morgan Securities LLCBroker
May 2023 - March 2024 · 10 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.