BJ
BJ
Benjamin Jones
23 Years of Experience
Heber City, UT
Broker
Benjamin Jones is a registered investment advisor at Magellan Investment Partners North America, INC., based in Heber City, UT, with 23 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$119.3M
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Location
Heber City, UT
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Magellan Investment Partners North America, INC.
February 2026 - Present · 3 mos
Frontegra Strategies, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Frontier Partners, INC.
March 2024 - December 2024 · 9 mos
BMO Asset Management CORP.
February 2021 - April 2022 · 1 yr 2 mos
Foreside Financial Services, LLCBroker
January 2020 - March 2022 · 2 yrs 2 mos
BMO Asset Management CORP.
November 2015 - December 2020 · 5 yrs 1 mo
BMO Investment Distributors, LLCBroker
May 2013 - December 2019 · 6 yrs 7 mos
BMO Harris Financial Advisors, INC
March 2013 - February 2015 · 1 yr 11 mos
BMO Harris Financial Advisors, INC.Broker
March 2013 - February 2015 · 1 yr 11 mos
Russell Investments
January 2009 - December 2012 · 3 yrs 11 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
November 2006 - December 2012 · 6 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 2001 - January 2002 · 9 mos
Northwestern Mutual Investment Services, LLCBroker
October 2000 - November 2006 · 6 yrs 1 mo
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.