Benjamin Michael Jones

Current Employers

Employment History

• 06/2020 → Present
  Preferred Financial Group
  Fort Wayne, IN
• 01/2018 → 08/2020
  Obicai Restaurant Group Dba Proximo
  Fort Wayne, IN
• 06/2014 → 01/2018
  Obicai Restaurant Group Dba Bakerstreet Steakhouse
  Fort Wayne, IN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2022-05-31 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. PREFERRED FINANCIAL GROUP POSITION: OWNER NATURE: S-CORP INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2023 ADDRESS: 11130 COLDWATER RD, FORT WAYNE IN 46845, United States DESCRIPTION: TAX PRERARATION 2. PREFERRED WEALTH MANAGMENT POSITION: RIA NATURE: S- CORP INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 30 START DATE: 11/01/2023 ADDRESS: 11130 COLDWATER ROAD, FORT WAYNE IN 46845, United States DESCRIPTION: INVESTMENT ADVISOR. MEET WITH CLIENTS MAKE TRADES AND DO RETIRMENT PLANNING 3. INSURANCE REG POSITION: OWNER NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 11130 COLDWATER ROAD, Fort Wayne IN 46845, United States DESCRIPTION: FIXED ANNUITY OR LIFE INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-26
• S63 Uniform Securities Agent State Law Examination
  2021-07-13

Other Names

• Benjamin Jones