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Benjamin James Jones

NATIONAL WEALTH MANAGEMENT GROUP, LLC·CINCINNATI, Ohio
Unclaimed Profile
11260 CHESTER ROAD, CINCINNATI, OH 45246-0002CRD# 5156039Firm CRD# 174883
01

About

Benjamin James Jones is a registered financial advisor based in CINCINNATI, Ohio, affiliated with NATIONAL WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NATIONAL WEALTH MANAGEMENT GROUP, LLC
NATIONAL WEALTH MANAGEMENT GROUP, LLC
AUM
$297M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at NATIONAL WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5156039
Firm CRD# 174883
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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