TrueAdvisor
TrueAdvisor
BJ
BJ

Benjamin Jones

National Wealth Management Group, LLC
20 Years of Experience
Coconut Creek, FL
1 Disclosure
View SEC Summary
View SEC Summary

Benjamin Jones is a registered investment advisor at National Wealth Management Group, LLC, based in Coconut Creek, FL, with 20 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.

National Wealth Management Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$407K average
Assets Under Management
$534.9M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4171 W. Hillsboro Blvd, Suite 4, Coconut Creek, FL, 33073

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Benjamin is a registered investment advisor hybrid with National Wealth Management Group, dedicating full-time hours to this activity. He also co-hosts The Money Alchemist Podcast and is involved with Jones & Sons Financial, LLC for tax/investment purposes.

Employment History
Current Registrations
National Wealth Management Group, LLC
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
National Wealth Management Group, LLC
July 2015 - December 2021 · 6 yrs 5 mos
LPL Financial LLC
March 2013 - September 2016 · 3 yrs 6 mos
LPL Financial LLCBroker
March 2013 - April 2025 · 12 yrs 1 mo
J.P. Morgan Securities LLC
October 2012 - March 2013 · 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2013 · 5 mos
Chase Investment Services CORP.
October 2010 - October 2012 · 2 yrs
Chase Investment Services CORP.Broker
October 2010 - October 2012 · 2 yrs
PNC InvestmentsBroker
November 2009 - September 2010 · 10 mos
PNC Investments
November 2009 - September 2010 · 10 mos
Natcity Investments, INC.
August 2007 - November 2009 · 2 yrs 3 mos
Natcity Investments, INC.Broker
August 2007 - November 2009 · 2 yrs 3 mos
Ameriprise Financial Services, INC.
August 2006 - August 2007 · 1 yr
Ameriprise Financial Services, INC.Broker
August 2006 - August 2007 · 1 yr
State Registrations3 states
FLOHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Coconut Creek, FL →All financial advisors in Florida →