Benjamin W. Jones

Client Service Associate, Carter Financial Management  


Ben is a financial professional who assists Jonathan Meaney’s team in providing clients with ongoing financial planning and wealth management solutions. Ben’s 14 years of industry experience prior to joining Carter Financial ranges from retail banking to working with the Private Bank high net worth team at JP Morgan Chase. He assists with daily client interaction and any supporting activities to ensure excellent customer service is provided.


Ben graduated from Texas A&M University with a Bachelor of Business Administration in 2005. He also earned his Master of Business Administration from the University of Texas at Dallas in 2019.


Ben lives in Dallas. He enjoys movies, live music, and supporting the Aggies and Dallas sports franchises. He also plays tennis, volleyball, and the occasional game of bocce ball.