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Benjamin O

Series 66

Hammonton, NJ

Kingsview Wealth Management, LLC

Benjamin Ott is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Kingsview since 2017 and previously spent seven years with Edward Jones. Outside of advising, he owns a rental property that is professionally managed. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments across various portfolio types, including discretionary and non-discretionary advisory services.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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