Allegiant CIO Honored in Forbes' Top 1,000 Next-Generation Wealth Advisors List

APA Jones 3x4LOAllegiant Private Advisors, an independent firm in Sarasota, Fla., today announces that its Chief Investment Officer Benjamin W. Jones, CFP®, AIF®, has been named to the Forbes’ Top 1,000 Next-Generation Wealth Advisors list for 2018. The list is published on Forbes.com.

Jones has been managing assets for private individuals, families, and charitable organizations for over a decade. As a Principal and Chief Investment Officer of Allegiant Private Advisors, he leads the firm’s Investment Committee. Jones is responsible for establishing the firm’s overall investment strategy, security selection, portfolio management, and oversees research activities. 

Wayne Bloom, CEO of Commonwealth Financial Network®, Allegiant Private Advisors’ Registered Investment Adviser–broker/dealer, said, “Congratulations to Ben Jones on being recognized by Forbes. This vibrant advisor brings new ideas and fresh perspectives to the industry and represents the next generation of independent advice for investors. We are proud to see Ben recognized, feel fortunate to have Allegiant Private Advisors as part of the Commonwealth community, and remain committed to serving this growing practice with the intuitive, integrated technology, tools, and resources that drive productivity and keep their business client forward.”

“This acknowledgment by Forbes is an honor personally, but more importantly, for Allegiant Private Advisors,” said Jones.  “I view this recognition as a testament to our entire firm’s team approach to customized wealth management. As independent wealth managers committed to providing fiduciary-level financial planning and investment advisory services, we manage all assets conservatively and receive no commissions from financial product sales. Our success is measured by the success of our clients.” 

Jones, 35, joined the Allegiant Private Advisors in 2005, and has been active in the community through local non-profit organizations and professional associations including the Lakewood Ranch Business Alliance, Young Leaders Alliance, the Greater Sarasota Chamber of Commerce and Forty Carrots Family Center. He is an alumnus of Leadership Sarasota and in 2009, he was named to the prestigious 40 Under 40 list by the Gulf Coast Business Review. Jones graduated from Bates College with a dual degree in Economics and East Asian Studies. He has earned his CERTIFIED FINANCIAL PLANNER™ designation, as well as the Accredited Investment Fiduciary® designation.

The 2018 ranking of Forbes’ Top 1,000 Next-Generation Wealth Advisorsrecognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodologythat Forbes developed in partnership with SHOOK Research.  

1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. 

2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.