Ben Jarman

Ben is a Principal with Pendleton Square and is responsible for covering Arizona and nearby areas.  As a 4th generation Phoenix resident, Ben has spent his entire 25+ year career in the Phoenix metro market serving clients in the areas of trust administration, portfolio management, financial planning, and banking. With this wide range of experience, Ben has an intimate understanding of the challenges faced today by high net-worth individuals, families and their trusted advisors.  Pendleton Square’s unique business model of working with investment advisors, its investment in technology, and the added advantages of Tennessee trust law allow Ben to offer best-in-class trust services to clients in the Southwest.

Ben received his bachelor’s degree in finance from Arizona State University and his master’s degree in taxation from Golden Gate University.  He currently holds the CFP® and CTFA designations and has previously held the Series 7 and 65 licenses, as well as life and casualty insurance licenses.

Ben serves as a board member of the Financial Planning Association of Arizona.  He also volunteers with the Phoenix Zoo as a member of the Planned Giving Advisory Committee and is a member of the Central Arizona Estate Planning Council.  In his free time, Ben loves spending time with family and is an avid road cyclist.