Benjamin Jones, CFP®, AIF®
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.
He was also ranked #191 on the Forbes’ 2020 Top Next-Gen Wealth Advisors list.
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.
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 31st data, including 1- and 5-year periods.
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