Benjamin Jonathan Craft
Professional Summary
Benjamin Jonathan Craft is a registered financial advisor currently at ONEASCENT WEALTH MANAGEMENT located in Birmingham, Alabama and ONEASCENT FINANCIAL SERVICES LLC located in Chelsea, Alabama. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
Disclosures on record.
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.
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
Current Firm
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | STEWARDSHIP ADVISORY GROUP | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ASCENSION WEALTH MANAGEMENT | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
Contact Information
Main Address
100 Grandview Place Suite 200, Birmingham, AL 35243Phone Number
(205) 313-9142# of Employees
161SEC notice filing (43 States and Territories)
Registered to provide investment advisory services in 43 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
16,009AUM (Assets Under Management)
$3,537,993,573Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
Primary Firm SEC Registration
2:24 WEALTH GROUP | ZAHORANSKI WEALTH MANAGEMENT | WEALTH STEWARDS | THE CORNERSTONE FINANCIAL GROUP | TEVEBAUGH & ASSOCIATES | TATE FINANCIAL PARTNERS | STRATEGENCE CAPITAL | STONEBRIDGE WEALTH MANAGEMENT | STEWARDSHIP ADVISORY GROUP | SOVEREIGN PRIVATE WEALTH | SOVEREIGN FAMILY OFFICE | SOLOMON PRIVATE WEALTH | RIVER OAK FINANCIAL | RESOLUTE CAPITAL GROUP | PWJOHNSON WEALTH MANAGEMENT | PURE CAPITAL SPORTS | PURE CAPITAL ADVISORS | PROVIDENT OAK FINANCIAL | PROVIDENCE FINANCIAL ADVISORS | PEARSON & ASSOCIATES | ONEASCENT FINANCIAL SERVICES LLC | LONE OAK FINANCIAL SERVICES | LIFE&WEALTH ADVISORS | LEGATUM GROUP | JB STARK FINANCIAL LLC | HARDT FINANCIAL GROUP | HAMPTON SQUARE WEALTH MANAGEMENT | FRANKLIN WEALTH MANAGEMENT | FLIGHT FINANCIAL ADVISORS | FINANCIAL STRATEGIES GROUP | ENOUGH WEALTH | ASCENSION WEALTH MANAGEMENT | ANTHEM ADVISORS | AFFILIATED FINANCIAL PLANNERS | ADVENTURE FINANCIAL
State Registrations and Notice Filings
(7/10/2020)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Jonathan Craft's CRS (Customer Relationship Summary).
Similar Advisors
POST OAK PRIVATE WEALTH ADVISORS
RIVERBRIDGE
NYLIFE SECURITIES LLC
WHITEWATER WEALTH