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Benjamin Jacob Jones

Focus Partners Wealth, LLC

Southlake, TX

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-02

Branch Locations

1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Dallas TX 06/2016 10/2018
Raymond James Financial Services Advisors Inc. Dallas TX 10/2018 11/2021
Carter Advisory Services Dallas TX 06/2016 05/2020
Raymond James Financial Services Dallas TX 10/2018 11/2021
Carter Advisory Services Dallas TX 06/2020 11/2021
Carter Financial Management Dallas TX 10/2018 11/2021
Clintsman Financial Planning Southlake TX 11/2021 12/2022
Jojenco Holdings, Llc Southlake TX 11/2021 12/2022
Buckingham Strategic Wealth, Llc Clayton MO 01/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 06/2016 → 10/2018
    Raymond James Financial Services, Inc
    Dallas, TX
  • 10/2018 → 11/2021
    Raymond James Financial Services Advisors Inc.
    Dallas, TX
  • 06/2016 → 05/2020
    Carter Advisory Services
    Dallas, TX
  • 10/2018 → 11/2021
    Raymond James Financial Services
    Dallas, TX
  • 06/2020 → 11/2021
    Carter Advisory Services
    Dallas, TX
  • 10/2018 → 11/2021
    Carter Financial Management
    Dallas, TX
  • 11/2021 → 12/2022
    Clintsman Financial Planning
    Southlake, TX
  • 11/2021 → 12/2022
    Jojenco Holdings, Llc
    Southlake, TX
  • 01/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-29
  • S66 Uniform Combined State Law Examination
    2018-10-29
Designations
Other Names
  • Ben Jones

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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