Managing Director, Secretary · Magellan Investment Partners North America, Inc.
Benjamin D. Jones
CRD 4206990 · Named on Form ADV at one SEC-registered adviser
At a glance
Magellan Investment Partners North America, Inc., an SEC-registered asset manager based in Westmont, IL with $162 million in regulatory assets, lists Benjamin D. Jones on its Form ADV as Managing Director, Secretary, a control person.
Firms and roles
- Magellan Investment Partners North America, Inc.Managing Director, SecretaryAsset manager · Westmont, IL · $162M in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles S. ThompsonPresident, Treasurer, Magellan Investment Partners North America, Inc.
- Joseph L. FarleyChief Compliance Officer, Magellan Investment Partners North America, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.