ARTICLE
Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®, Honored in Forbes’ 2019 Next-Gen Best-In-State Wealth Advisors List Contact Name: Jamie Jalwan Contact Email: jamie@allegiantpa.com Contact Phone Number: 941-504-6162 PHOTO AVAILABLE: https://www.dropbox.com/s/s9c48y53gjmknkv/APA_Jones_3x4HI.jpg?dl=0 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 published on Forbes.com. This year’s Next-Gen Best-In-State Wealth Advisors list spotlights advisors from Alaska to Florida with team assets amounting to more than $1 trillion. Jones is one of only two advisors recognized from Sarasota. The 2019 ranking of Forbes’ Best-In-State Next-Gen Wealth Advisors1 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, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research. Jones has been managing assets for private individuals, families, and charitable organizations for nearly 15 years at Allegiant Private Advisors, a fully independent, fee-based firm located in downtown Sarasota. He is a principal of Allegiant and was promoted to president in January 2019, now managing the firm’s 14-member team and continuing to serve as chief investment officer. Jones leads the investment committee, is responsible for establishing the firm’s overall investment strategy, security selection, portfolio management, and oversees research activities. Jones considers this recognition a credit to Allegiant’s philosophy of independent thinking and customized solutions that are researched, designed, analyzed and implemented by an entire team of professionals—as opposed to the common industry practice of a single advisor working in a silo. “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 fiduciaries whenever we practice financial planning or manage assets,” explained Jones. “Helping clients reach their financial goals is what drives us to be their most trusted advisor.” Since joining Allegiant Private Advisors in 2005, Jones 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, 3 now known as the Business Observer. 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. About Allegiant Private Advisors Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations and foundations. The experienced team manages assets conservatively on a fiduciary basis. Unique investment strategies based on proprietary research are developed for each client family, complemented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com. Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser. 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. 3The 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. # # #