Ben Jennings, financial advisor Olympia WA
96 score

Ben Jennings

CRD Number: 2999507
Current Firm: Soundview Advisors

Ben Jennings (CRD# 2999507) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has over 18 years of experience in the finance industry. Ben Jennings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Soundview Advisors, Ps Olympia, WA Jan 2010 - Current 6
Navigator Financial Planning, Inc. Lakewood, WA Jan 2005 - Jan 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Ben L. Jennings
Phone Number: 360-867-9890
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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