Benjamin D. Jones

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA

HEBER CITY, UT

CRD#: 4206990

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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 FRONTEGRA STRATEGIES, LLC located in Heber City, Utah.

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, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben D Jones | Benjamin D Jones

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Decator Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2026 - Present

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

RIA

CRD#: 107420

HEBER CITY, UT

Current

March 7, 2024 - Present

FRONTEGRA STRATEGIES, LLC

CRD#: 137529

Heber City, UT

Past

March 28, 2024 - December 31, 2024

FRONTIER PARTNERS, INC.

RIA

CRD#: 155408

Heber City, UT

Past

February 19, 2021 - April 12, 2022

BMO ASSET MANAGEMENT CORP.

RIA

CRD#: 106466

HEBER, UT

Past

January 2, 2020 - March 1, 2022

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

Chicago, IL

Past

November 2, 2015 - December 31, 2020

BMO ASSET MANAGEMENT CORP.

RIA

CRD#: 106466

CHICAGO, IL

Past

May 6, 2013 - December 31, 2019

BMO INVESTMENT DISTRIBUTORS, LLC

CRD#: 146711

HEBER CITY, UT

Past

March 28, 2013 - February 5, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

CHICAGO, IL

Past

March 28, 2013 - February 5, 2015

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

CHICAGO, IL

Past

January 1, 2009 - December 14, 2012

RUSSELL INVESTMENTS

RIA

CRD#: 105734

HEBER CITY, UT

Past

November 1, 2006 - December 14, 2012

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

HEBER CITY, UT

Past

April 19, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

October 6, 2000 - November 2, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

FRONTEGRA ASSET MANAGEMENT INC | MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

CRD#: 107420 / SEC#: 801-52123

RIA

Registered Investment Advisory firm - (6/7/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/15/2024)

Alaska
(5/28/2024)

Arizona
(5/15/2024)

Arkansas
(5/15/2024)

California
(5/14/2024)

Colorado
(6/12/2024)

Connecticut
(3/8/2024)

Delaware
(5/17/2024)

District of Columbia
(5/21/2024)

Florida
(3/7/2024)

Georgia
(5/13/2024)

Hawaii
(6/12/2024)

Idaho
(3/12/2024)

Illinois
(5/21/2024)

Indiana
(5/15/2024)

Iowa
(5/17/2024)

Kansas
(5/14/2024)

Kentucky
(5/16/2024)

Louisiana
(6/13/2024)

Maine
(3/12/2024)

Maryland
(6/27/2024)

Massachusetts
(5/13/2024)

Michigan
(5/15/2024)

Minnesota
(3/7/2024)

Mississippi
(3/7/2024)

Missouri
(5/13/2024)

Montana
(5/20/2024)

Nebraska
(5/13/2024)

Nevada
(5/15/2024)

New Hampshire
(5/31/2024)

New Jersey
(5/13/2024)

New Mexico
(5/15/2024)

New York
(5/15/2024)

North Carolina
(5/15/2024)

North Dakota
(5/20/2024)

Ohio
(3/8/2024)

Oklahoma
(5/15/2024)

Oregon
(5/14/2024)

Pennsylvania
(5/13/2024)

Rhode Island
(5/15/2024)

South Carolina
(3/7/2024)

South Dakota
(5/21/2024)

Tennessee
(5/15/2024)

Texas
(5/14/2024)

Utah
(5/14/2024)

IAR

Utah
(2/17/2026)

Vermont
(5/15/2024)

Virginia
(5/16/2024)

Washington
(5/15/2024)

West Virginia
(5/16/2024)

Wisconsin
(5/13/2024)

Wyoming
(5/17/2024)

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

State Security Law Exam

Series 63

Date: 5/10/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/31/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/5/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/12/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

FRONTEGRA ASSET MANAGEMENT INC | MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

CRD#: 107420 / SEC#: 801-52123

RIA

Registered Investment Advisory firm - (6/7/1996 Approved)

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Contact information

Main Address

999 Oakmont Plaza Drive Suite 600, Westmont, IL 60559

Mailing Address

Phone number

(847) 509-9860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 119,280,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Benjamin D. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Decator Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRONTEGRA STRATEGIES, LLC

FRONTIER PARTNERS, INC.

BMO ASSET MANAGEMENT CORP.

FORESIDE FINANCIAL SERVICES, LLC

BMO ASSET MANAGEMENT CORP.

BMO INVESTMENT DISTRIBUTORS, LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/2024

Series 66

Date: 12/31/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/16/2006

Series 6

Date: 10/5/2000

Series 24

Date: 7/12/2011

FINRA

Current Firm

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.

TRUST BUT VERIFY

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