Benjamin Jones, CFP^®, AIF^®

Designations and licenses

Ben is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®.

Experience and education

Ben provides strategic leadership for his market, aligning teams, resources and culture to drive growth and enhance the client experience. He partners closely with local and regional leaders to support advisors, develop talent and ensure consistent execution of the firm’s mission and values.

Prior to joining Mariner, Ben worked as principal, president and chief investment officer at Allegiant Private Advisors.

Ben has a bachelor’s degree in economics & East Asian studies (double major) from Bates College.

Accolades

He was also ranked #191 on the Forbes’ 2020 Top Next-Gen Wealth Advisors list.

Personal interests

Ben serves on the current board of directors and is the treasurer for Forty Carrots Family Center. In his free time, he is an avid Red Sox fan and enjoys playing tennis.

Benjamin’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Top Next-Gen Advisors: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for Top Next-Gen Advisors for 2020 were published in September 2020 and were based on March 31^st data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. Advisors have a minimum of four years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. 

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.