Benjamin J. Jones, CFP®

Associate Financial Planner, Carter Financial Management

Professional

Ben assists clients with Bill Carter’s practice as well as developing reviews of the clients’ formal financial plans with Carter Advisory Services – a key element of helping clients identify and achieve their financial goals.

Education

Ben received a Bachelor of Business Administration in Finance from Texas A&M University in May of 2016. He completed his CFP^® certification in 2019. 

Personal

Ben and his wife Emma live in Dallas and attend Watermark Community Church. He enjoys traveling, supporting Texas A&M athletics, Texas Rangers baseball, and woodworking.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.