Allegiant President/CIO Named to Forbes' 2019 Next-Gen Best-In-State Wealth Advisors List

Business

SRQ DAILY FRESHLY SQUEEZED CONTENT EVERY MORNING MONDAY SEP 16, 2019

Allegiant Private Advisors President and Chief Investment Officer Benjamin W. Jones, CFP, AIF, has been named to Forbes’ 2019 Next-Gen Best-In-State Wealth Advisors list. This list spotlights advisors from Alaska to Florida with team assets amounting to more than $1 trillion. Overall, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Jones is one of only two advisors recognized from Sarasota.

Jones has been managing assets for private individuals, families, and charitable organizations for nearly 15 years at Allegiant, and leads the investment committee, is responsible for establishing the firm’s overall investment strategy, security selection, portfolio management, and oversees research activities. Since joining Allegiant, he has been active in the community through local nonprofit organizations and professional associations including the Lakewood Ranch Business Alliance, Young Leaders Alliance, the Greater Sarasota Chamber of Commerce and Forty Carrots Family Center.

Allegiant Private Advisors

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