Benjamin John Ott

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 04/2010 → 01/2017
  Edward Jones
  St. Louis, MO
• 01/2017 → Present
  Kingsview Wealth Management Llc
  Hammonton, NJ
• 01/2017 → Present
  Kingsview Partners Llc
  Grants Pass, OR

Previous Registrations

• 2010-06-07 → 2017-01-06
  Edward Jones
  Hammonton, NJ
  St Louis, MO
  Hammonton, NJ
  Sewell, NJ

Other Businesses

Real Estate Owner of a Rental Property. Rent is 1450 a month minus the mortgage payment of 1200 netting a 250 dollar a month profit before expenses. Property is professionally managed by a property manager.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Other Names

• Benjamin Ott