Profiel
Mr. Benjamin W.
Jones is a Principal, President & Chief Investment Officer at Allegiant Private Advisors LLC.
He joined the firm in 2005 and has been managing assets for private individuals, families, and charitable organizations.
In his role as President, he oversees the daily workflow and management of the customized wealth management firm.
As Chief Investment Officer of Allegiant Private Advisors, Mr. Jones leads the firm’s Investment Committee, is responsible for establishing the firm’s overall investment strategy, security selection, portfolio management, and oversees research activities.
He graduated from Bates College with a dual degree in Economics and East Asian Studies.
He has earned his Certified Financial Planner certification, as well as the Accredited Investment Fiduciary designation.
Eerdere bekende functies van Ben Jones
| Bedrijven | Functie | Einde |
|---|---|---|
Allegiant Private Advisors LLC
 Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | President | 31-07-2021 |
Opleiding van Ben Jones
| Bates College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | Finance |
