Benjamin Jones, CFP®, AIF®

Managing Director & Senior Wealth Advisor
 Naples, Florida|
 Sarasota, Florida|

Designations and Licenses

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

Experience and Education

Ben provides holistic and comprehensive wealth management solutions to help his clients reach their financial goals. Prior to joining Mariner Wealth Advisors, 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

Ben was named to Forbes’ Best-In-State Wealth Advisors list, ranking #40 in Florida in 2019. 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

The Forbes Best-In-State Wealth Advisors ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

The 2020 Top Next-Gen list included 500 rising advisors who help managed over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. Advisors do not pay a fee for placement on the list, which is independently determined by Shook Research. For advisors already on a ranking, there is a fee to be highlighted in bold. For more information related to the award, visit https://www.forbes.com/top-next-gen-advisors/#7b7678996df0. The award is not indicative of future performance and there is no guarantee of future investment success.

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