Jason
Beene
Ci Private Wealth
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About this Advisor
Jason Beene is a certified financial planner who works out of Morristown, New Jersey with a total of 1 year of relevant experience. Beene is an advisor for Ci Private Wealth. Throughout their career, Beene has worked at Regentatlantic Capital, LLC, Cipw Service Co and Ci Regentatlantic Private Wealth. Beene maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Texas. Ci Private Wealth is a registered investment firm operating out of Miami, FL. The firm has offices in 28 locations and a total of 825 financial advisors. It controls $95 billion in assets across its 79,738 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 504 charitable organizations. Of its 79,738 customer accounts, 51% are held by high-net-worth clients who have greater than $1 million in assets. The firm provides a wide array of services, such as 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 and educational seminars. A financial advisor's fees typically vary depending on the services provided. Fee types charged by Ci Private Wealth likely consist of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
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
Jason Beene Work History
Jason has been registered as a financial advisor for 1 years.*
Cipw Service Co
Ci Regentatlantic Private Wealth
Regentatlantic Capital, LLC
*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 Jason Beene 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 Ci Private Wealth
San Diego, CA
Menlo Park, CA
New York, NY
Morristown, NJ
Itasca, IL
San Diego, CA
Dallas, TX
Itasca, IL
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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