Benjamin
Jones
Mariner Wealth Advisors
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About this Advisor
Benjamin Jones is a certified financial planner working in Sarasota, Florida with 2 years of industry experience. Jones works at Mariner Wealth Advisors. Their career trajectory has included roles at Mariner Wealth Advisors, Commonwealth Financial Network and Allegiant Private Advisors, LLC. Jones has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Mariner Wealth Advisors is a firm that has its headquarters in Leawood, KS. It has offices in 68 locations and a total of 1,465 advisors. It administers $66 billion in assets under management across its 112,465 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 128 charities and foundations. Of its 112,465 client accounts, 34% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors vary depending on which service is provided. Fees charged by Mariner Wealth Advisors can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Benjamin Jones Work History
Benjamin has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisors
Allegiant Private Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth Advisors
Leawood, KS
New York, NY
Greenville, SC
Irvine, CA
Littleton, CO
Tulsa, OK
Plano, TX
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
