Benjamin Decator Jones
Professional Summary
Benjamin Decator Jones, who also goes by Ben D Jones, Benjamin D Jones, is a registered financial advisor currently at MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. located in Heber City, Utah and NEXTIER DISTRIBUTION LLC located in Raleigh, North Carolina. Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Benjamin has worked at 11 firms and has passed the Series 63, Series 66,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ben D Jones, Benjamin D Jones
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
FRONTEGRA ASSET MANAGEMENT INC | MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
Contact Information
Main Address
999 Oakmont Plaza Drive Suite 600, Westmont, IL 60559Phone Number
(847) 509-9860# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$162,177,085Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FRONTEGRA ASSET MANAGEMENT INC | MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
State Registrations and Notice Filings
(5/15/2024)
(5/28/2024)
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(2/17/2026)
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2000About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Decator Jones's CRS (Customer Relationship Summary).
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