RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Fred Benjamin Jones
- Title
- CEO/Financial Advisorreportedwiregrassinvest.comfirm site, Sep 16, 2026
- Years, as the firm states
- 15reportedwiregrassinvest.com“In December 2015, after 15 years in the financial industry, Ben’s desire for independence led him to form Wiregrass Investment Management LLC.”
- Business email
- ben.jones@lpl.comreportedwiregrassinvest.comfirm site, Sep 16, 2026
- Direct business phone
- 229-226-0111reportedwiregrassinvest.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/ben-jones-8a2441116reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- wiregrassinvest.com/team/ben-jonesreportedwiregrassinvest.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/ben-jones-8a2441116reportedwiregrassinvest.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Wiregrass Asset Management independent RIA currentsince Aug 8, 2016 · Thomasville, Ga
- Wells Fargo Advisors wirehouseJan 1, 2008 to Dec 17, 2015 · Thomasville, Ga
- A. G. Edwards & Sons, Inc. unclassifiedJun 15, 2005 to Jan 1, 2008 · Thomasville, Ga
- Wells Fargo Advisors to Wiregrass Asset Managementleft Dec 17, 2015, registered Aug 8, 2016 (235 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address