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Benjamin Arnott Jones

WAVE WEALTH MANAGEMENT, LLC·FRISCO, Texas
SIE, Series 7, Series 66CFPClean record18 years registeredWAVE WEALTH MANAGEMENT, LLC
7000 PARKWOOD BLVD., FRISCO, TX 75034CRD# 5091560Firm CRD# 285079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Arnott Jones · FRISCO, TX
Registration
CRD #5091560 · WAVE WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

WAVE WEALTH MANAGEMENT, LLC
Oct 2016 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Mar 2012 – Oct 2016
PLANO, TX
VSR ADVISORY SERVICES
Apr 2008 – Mar 2012
PLANO, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 21, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAVE WEALTH MANAGEMENT, LLC
CRD 285079 · SEC 801-131305
AUM
$108M
Regulatory assets under management
Employees
3
392 client accounts
Services offered by WAVE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WAVE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Benjamin Arnott Jones offer?
Benjamin Arnott Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRISCO, Texas for a consultation.
What are Benjamin Arnott Jones's credentials?
Benjamin Arnott Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Benjamin Arnott Jones located?
Benjamin Arnott Jones is based in FRISCO, Texas, working with WAVE WEALTH MANAGEMENT, LLC. Their office serves clients in the FRISCO metropolitan area and surrounding communities.
How does Benjamin Arnott Jones charge for services?
Benjamin Arnott Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAVE WEALTH MANAGEMENT, LLC?
WAVE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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