Ben Jones


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Ben grew up in the rural outskirts of Cincinnati, Ohio in a family of five.  As with many families, money was tight, but family was tighter.  He eventually found his way to Malibu, CA where he attended Pepperdine University on scholarship.  After acquiring his B.S. in Business Administration from Pepperdine University, Ben started his career as a financial advisor in 2006 with American Express.  His career then took him through the ranks of two banking institutions until he found a home as an independent advisor with LPL Financial.   It was here he co-developed the vision of National Wealth Management Group with Gary Mathews and Vivienne Schleu where he now serves as Chief Executive Officer. 

Ben attributes his success to the good fortune of being surrounded by wonderful people, without whom NWMG could not exist.  While he is proud of the work he is a part of, his crowning achievement is his amazing family which includes his wife Katherine, three sons and one daughter.  Together, they are his biggest fans and raison d'être. 

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of National Wealth Management Group or LPL Financial.