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Managing Director and CEO · National Wealth Management Group, LLC

Benjamin J. Jones

CRD 5156039 · Named on Form ADV at one SEC-registered adviser

At a glance

National Wealth Management Group, LLC, an SEC-registered wealth manager based in Cincinnati, OH with $535 million in regulatory assets, lists Benjamin J. Jones on its Form ADV as Managing Director and CEO, a control person.

Firms and roles

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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Vivienne K. SchleuManaging Director / Chief Financial Officer / Member, National Wealth Management Group, LLC
  • Nancy Johnson JonesChief Compliance Officer, National Wealth Management Group, LLC

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.