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Benjamin Guerrant Jones

Captrust

Leawood, KS

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-09-15
MO RA APPROVED 2022-08-19
  • KS RA
    APPROVED
    Since 2023-09-15
  • MO RA
    APPROVED
    Since 2022-08-19

Branch Locations

4200 W 115Th Street, Suite 210, Leawood, KS 66211 • 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
Capfinancial Partners, Llc (Captrust) Raleigh NC 07/2022 Present
Frontier Wealth Management Kansas City MO 11/2017 07/2022
Ronald Blue Trust Baltimore MD 08/2017 11/2017
Ronald Blue & Co. Baltimore MD 12/2012 08/2017
  • 07/2022 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
  • 11/2017 → 07/2022
    Frontier Wealth Management
    Kansas City, MO
  • 08/2017 → 11/2017
    Ronald Blue Trust
    Baltimore, MD
  • 12/2012 → 08/2017
    Ronald Blue & Co.
    Baltimore, MD
Previous Registrations
  • 2013-07-16 → 2017-08-01
    Ronald Blue & Co., Llc
    Hunt Valley, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-16
  • S65 Uniform Investment Adviser Law Examination
    2013-07-16
Designations
Other Names
  • Ben Jones
  • Benjamin Jones

View on SEC IAPD

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Other Investors

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JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

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