Benjamin Jones
National Wealth Management Group · Cincinnati, Ohio
Benjamin Jones is a fee-only financial advisor at National Wealth Management Group in Cincinnati, Ohio. National Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | National Wealth Management Group |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $534.9M across 2,741 accounts |
| SEC registration | Investment adviser representative in FL, OH, TX · CRD 5156039 |
| Exams passed | Series 66 (2006) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.jimlewiswm.com |
How Benjamin's firm compares
- National Wealth Management Group's average account is about $195,000, from its Form ADV (assets managed divided by 2,741 accounts).
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Questions about Benjamin
Is Benjamin Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and National Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, National Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Jones based?
Benjamin Jones is based in Cincinnati, Ohio.
Is Benjamin Jones registered with the SEC?
Yes. Benjamin Jones is registered as an investment adviser representative in FL, OH and TX (CRD 5156039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does National Wealth Management Group manage?
National Wealth Management Group reports $534.9M across 2,741 accounts in assets under management.
How do I contact Benjamin Jones?
Through Benjamin's website, www.jimlewiswm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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