Benjamin Arnott Jones

Employer firm

Wave Wealth Management, LLC CRD 285079

$134M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 09/2016
  Ameriprise Financial Services
  Plano, TX
• 10/2016 → Present
  Wave Wealth Management, Llc
  Frisco, TX
• 09/2025 → Present
  Wrm Strategies
  Frisco, TX

Previous Registrations

• 2012-03-13 → 2016-10-07
  Ameriprise Financial Services, Llc
  Austin, TX
  Plano, TX
• 2008-04-21 → 2012-03-06
  Vsr Financial Services, Inc.
  Overland Park, KS
  Plano, TX

Other Businesses

1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 7000 PARKWOOD BLVD. STE G300, FRISCO, TX 75034; INSURANCE SALES; INSURANCE AGENT; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS 2) WRM STRATEGIES LLC; OWNER; NOT INVESTMENT RELATED; 7000 PARKWOOD BLVD. STE G300, FRISCO, TX 75034; START: SEPTEMBER 2025; SOLEY A PASSTHROUGH FOR INSURANCE AGENT COMMISSIONS; NO HOURS ARE SPENT IN THIS CAPACITY

Exams

• S66 Uniform Combined State Law Examination
  2008-04-18

Designations

• Certified Financial Planner