Benjamin Sami Jolles
Investment adviser representative at American Century Investments Private Client Group, Inc.
11 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- American Century Investments Private Client Group, Inc.Apr 2026 to now
- American Century Investment Services, Inc.Oct 2023 to now
- Lawrence Country ClubNov 2022 to Aug 2023
- UberJul 2022 to Nov 2022
- Cimba ItalyMay 2022 to Jun 2022
- Self-employedMay 2021 to May 2023
- Notestrader, LLCNov 2020 to Feb 2021
- University of KansasAug 2019 to May 2023
- Homestead Country ClubMay 2019 to Aug 2020
- Officeport Coworking KcJan 2018 to Aug 2018
- Milburn Country ClubAug 2017 to Jan 2018
- Shawnee Mission East High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
American Century Investments Private Client Group, Inc.
$2.3BAssets managed
4,107Clients
62Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7805019
- Firm CRD
- 290043