Unclaimed Profile

Benjamin James Jones

NATIONAL WEALTH MANAGEMENT GROUP, LLC·CINCINNATI, Ohio

SIE, Series 7, Series 24, Series 6619 years registeredNATIONAL WEALTH MANAGEMENT GROUP, LLC

11260 CHESTER ROAD, CINCINNATI, OH 45246-0002CRD# 5156039Firm CRD# 174883

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin James Jones · CINCINNATI, OH

Registration

CRD #5156039 · NATIONAL WEALTH MANAGEMENT GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Mar 2016 – present

NATIONAL WEALTH MANAGEMENT GROUP, LLC

Jul 2015 – Dec 2021

CINCINNATI, OH

LPL FINANCIAL LLC

Mar 2013 – Sep 2016

CINCINNATI, OH

J.P. MORGAN SECURITIES LLC

Oct 2012 – Mar 2013

LOVELAND, OH

CHASE INVESTMENT SERVICES CORP.

Oct 2010 – Oct 2012

LOVELAND, OH

PNC INVESTMENTS

Nov 2009 – Sep 2010

FAIRFIELD, OH

NATCITY INVESTMENTS, INC.

Aug 2007 – Nov 2009

WEST CHESTER, OH

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2006 – Aug 2007

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 17, 2006

Years registered · 19

Disclosure History

2013Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NATIONAL WEALTH MANAGEMENT GROUP, LLC

CRD 174883 · SEC 801-80983

AUM

$297M

Regulatory assets under management

Employees

2,242 client accounts

Services offered by NATIONAL WEALTH MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NATIONAL WEALTH MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin James Jones offer?

Benjamin James Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Benjamin James Jones's credentials?

Benjamin James Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin James Jones located?

Benjamin James Jones is based in CINCINNATI, Ohio, working with NATIONAL WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Benjamin James Jones charge for services?

Benjamin James Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIONAL WEALTH MANAGEMENT GROUP, LLC?

NATIONAL WEALTH MANAGEMENT GROUP, LLC has approximately 19 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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