Benjamin James Jones

Current Employers

Employment History

• 03/2013 → Present
  Lpl Financial, Llc
  Cincinnati, OH
• 07/2015 → Present
  National Wealth Mangement Group, Llc
  Cincinnati, OH

Previous Registrations

• 2015-07-06 → 2021-12-31
  National Wealth Management Group, Llc
  Cincinnati, OH
  Coconut Creek, FL
• 2013-03-04 → 2016-09-07
  Lpl Financial Llc
  Loveland, OH
  Cincinnati, OH
  Loveland, OH
  San Diego, CA
  Loveland, OH
  Boca Raton, FL
• 2012-10-01 → 2013-03-05
  J.P. Morgan Securities Llc
  Mason, OH
  Loveland, OH
• 2010-10-05 → 2012-10-01
  Chase Investment Services Corp.
  Loveland, OH
  Mason, OH
  Loveland, OH
• 2009-11-13 → 2010-09-29
  Pnc Wealth Management Llc
  Mason, OH
  West Chester, OH
  Liberty Township, OH
  Fairfield, OH
  West Chester, OH
• 2007-08-23 → 2009-11-13
  Natcity Investments, Inc.
  West Chester, OH
  Mason, OH
• 2006-08-17 → 2007-08-01
  Ameriprise Financial Services, Llc
  Cincinnati, OH

Other Businesses

1. 7/6/2015: NATIONAL WEALTH MANGEMENT GROUP, LLC - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - STARTED 06/01/2015 - 250 HOURS PER MONTH/7 HOURS DURING SECURITIES TRADING. 2. 2/28/2019 - National Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2018 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through National Wealth Management Group, an independent investment advisor firm. I started this business activity in 02/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 3/3/2023 - Jones & Sons Financial, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/01/2015 - 200 Hours Per Month/40 Hours During Securities Trading 4. 06/06/2024 - The Money Alchemist Podcast - Other - Podcast - Co-Host - Investment Related - At Reported Business Location(s) - Start Date 01/15/2024 - 5 Hours Per Month/ During Trading 5. 06/06/2024 - National Wealth Management Group (NWMG) - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/26/2024 - 160 Hours Per Month/ 110 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-08-28

Other Names

• Ben Jones