AdvisorOS Directory
Claim Profile
BJ

Benjamin Arnott Jones

WAVE WEALTH MANAGEMENT, LLC·FRISCO, Texas
Unclaimed Profile
7000 PARKWOOD BLVD., FRISCO, TX 75034CRD# 5091560Firm CRD# 285079
01

About

Benjamin Arnott Jones is a registered financial advisor based in FRISCO, Texas, affiliated with WAVE WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
WAVE WEALTH MANAGEMENT, LLC
WAVE WEALTH MANAGEMENT, LLC
AUM
$108M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WAVE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5091560
Firm CRD# 285079
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRISCO?

Browse all registered financial advisors in FRISCO, Texas or claim this profile if it's yours.

Browse FRISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FRISCO
Timothy Basil Greaves — CAIN, WATTERS & ASSOCIATES, LLCToni Hatcher Lee — CAIN, WATTERS & ASSOCIATES, LLCThomas Robert Sanders — CAIN, WATTERS & ASSOCIATES, LLCSteven Bradley Clapp — CAIN, WATTERS & ASSOCIATES, LLCDan Charles Wicker — CAIN, WATTERS & ASSOCIATES, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile