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Benjamin Arnott Jones

WAVE WEALTH MANAGEMENT, LLC·FRISCO, Texas
Clean recordWAVE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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 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.
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Research
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