Benjamin W. Jones

CFP® / AIF®
Principal, President, Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™

Ben has been managing assets for private individuals, families, and charitable organizations since joining Allegiant Private Advisors in 2005. In his role as President, he oversees the daily workflow and management of the customized wealth management firm. As Chief Investment Officer of Allegiant Private Advisors, Ben leads the firm’s Investment Committee, is responsible for establishing the firm’s overall investment strategy, security selection, portfolio management, and oversees research activities. He is 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. Ben is an alumnus of Leadership Sarasota, was named to the prestigious 40 Under 40** list by the Gulf Coast Business Review in 2009, and recognized in Forbes’ Top 1,000 Next-Generation Wealth Advisors List** in 2018 as well as Forbes’ Best-In-State Next Generation Wealth Advisors in 2019*** and 2020.**** Ben graduated from Bates College with a dual degree in Economics and East Asian Studies. He has earned his CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Investment Fiduciary® designation.

Learn More about Ben’s Perspectives & Expertise

On Memorial Day we honored the many American heroes who gave the ultimate sacrifice in service to our country. At a time when our country, and the world, has suffered so much through the pandemic, the sacrifices of these brave men and women hold extr...
Last March the U.S. stock market recorded some of the most volatile days in its history. There were some scary days for investors as the U.S. economy closed. As historic as the volatility was, it was not completely unexpected. Investing involves risk...
OpenBook is the Business Observer's Book Club, a program featuring online discussions of top business books led by top businesspeople from our region. We are pleased to announce that Allegiant's President and Chief Investment Officer Benjamin W. Jone...
Developed by economist Richard H. Thaler, mental accounting is a concept in the field of behavioral economics first introduced in Thaler's 1999 paper "Mental Accounting Matters," which appeared in the Journal of Behavioral Decision Making. The philos...
One year ago, on February 19, 2020, the S&P 500 closed at a new record high. Little did people know, COVID was about to send shockwaves through the system. Roughly one month later the economy shut down causing the sharpest decline in U.S. economi...
Last May we introduced the concept of dividing the pandemic's economic impact into three distinct phases:Phase 1: The severe declinePhase 2: The initial bounce backPhase 3: The road to recovery Now that we are firmly situated in Phase 3, where the ec...
Imagine financial advisors who feel like family, specifically an entire extended family. Wouldn't it be helpful to have a select group of trusted confidantes who can be counted upon to handle the most personal aspects of life?Our experts at Allegiant...
As a boutique firm offering fiduciary-level financial planning and investment advisory services, Allegiant Private Advisors was built from the ground up with one goal in mind - to be your advocate. The Allegiant team's commitment has always been cons...
As a boutique firm offering fiduciary-level financial planning and investment advisory services, Allegiant Private Advisors has been built to be your advocate, constantly serving as each clients' most trusted advisor. Throughout 2020 our philosophy o...
With the Presidential election all but concluded one of the big uncertainties of 2020 will soon be behind us. (Click here to read our Post-Election Brief from the Investment Research team.)For good or bad, markets like certainty. Juxtapose that with ...
With all the uncertainty in the world today it is more difficult than ever to divine what the future holds. Economic, political, and health uncertainty (to name a few) have dominated our lives in 2020. As capricious as today's environment may seem, u...
Monthly Insights Presented by Benjamin W. Jones, CFP®, AIF®CERTIFIED FINANCIAL PLANNER™President, Chief Investment Officer, Principal At the risk of stating the obvious, 2020 has been full of surprises. As the saying goes, life is what happ...
We are pleased to announce that Allegiant President and Chief Investment Officer Benjamin W. Jones, CFP®, AIF®, has been named to Forbes' Best-In-State Next-Gen Wealth Advisors for 2020. The list is published on www.forbes.com.Acc...
Allegiant Private Advisors has been recognized on Accounting Today's "Wealth Magnets" annual list as a Top Firm by Assets Under Management for 2020. Our independent firm offering fiduciary-level financial planning and investment advisory services ear...
“We believe the Allegiant approach is unique in our region and, frankly, better for our clients. Better because we are independent of any firm that sells a product, better because we conduct all our own research, and better because we act as fiduciar...

*The Gulf Coast Business Review 40 Under 40 List recognizes young leaders who have distinguished themselves in their professions and communities through economic, civic and charitable contributions. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.

**The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes 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 methodology(2) that Forbes developed in partnership with SHOOK Research. 1) This 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. (2) Portfolio 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

***The 2019 ranking of Forbes’ Best-In-State Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated 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, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Please visit the Forbes website for the full methodology (2) that 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.

****The 2020 ranking of Forbes’ Best-In-State Next-Gen Wealth Advisors1 recognizes advisors born in 1981 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 firm, 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, 3,480 advisors were considered, and 500 (14.4 percent of candidates) were recognized. Click here for the full methodology2 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.

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