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About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Jason J. Innocenti
Senior Financial AdvisorManaging Principal
In June of 2023 Beneficial Capital Group formed a strategic partnership with Wells Fargo Advisors Financial Network.
In the year 2017, Innocenti & Associates, Inc. re-branded itself as Beneficial Capital Group.
In the year 2016 Beneficial Tax Advisory, LLC. was formed. Innocenti & Associates, Inc. was founded in the year 2013 while partnering with Ameriprise Financial Services, LLC.
Mr. Innocenti has 31 years of experience in the financial services arena. Mr. Innocenti currently oversees the strategic portfolio management of a diverse group of both individual and institutional clients domestically.
In the year 2008, Mr. Innocenti merged his practice with Sterne Agee & Leach, a NYSE member firm established in 1901 which was based in Birmingham, Alabama. Prior, in the year 2004, Mr. Innocenti founded Principle Advisors Inc., and was granted membership to both FINRA MSRB. While at Principle Advisors he served in the capacity of Chief Operating Officer. During his tenure at Principle Advisors, he participated in writing, managing, and directing all corporate policy. He effectively performed the duties of Designated Supervisory Principal (DSP), Municipal Securities Principal (MP), and Compliance Registered Options Principal (CROP). Mr. Innocenti continually maintained compliance with the industry guidelines. He also represented the firm during the FINRA small member firm conferences.
From 2001-2004 Mr. Innocenti acted as Branch Manager for San Francisco based member firm Emmett A. Larkin Company. During his time with EAL, Mr. Innocenti was responsible for managing and maintaining operations along with strengthening the sales growth of their Monroe New Jersey office. He also served as a Vice President at Weatherly International PLC.; an internationally traded investment company located in New York City’s World Trade Center South Tower II from 1997 to 2001.
In the years 1994-1999 Mr. Innocenti joined Taglich Brothers, D’Amadeo & Wagner Inc., member FINRA as a registered representative. While at Taglich Mr. Innocenti was responsible for growing the firm’s private client group relations.
Mr. Innocenti began his career in 1992 with Shearson Lehman Brothers’ Private Client Group at their world headquarters in New York City and subsequently held positions of increasing responsibility at the firm learning and helping how to grow and service both their private client and institutional client relations.
Mr. Innocenti is an Investment Advisor Representative (IAR) registered with the Securities Exchange Commission. He simultaneously maintains a membership and is registered with the Financial Industry Regulatory Authority otherwise known as FINRA. He has successfully qualified by exam and holds the industry security licenses: Series 4,7,24,52,53,62,63,65 and the SIE. Mr. Innocenti is also licensed in several states in Accident, Health and Life insurance. Mr. Innocenti is licensed to practice and currently conducts securities business in AK, AL, AR, AZ, CA, CO, CT, DE, DC, FL, GA, IN, KY, LA, MD, MA, MI, MO, NC, ND, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WV, WI.
He belongs to the Financial Planning Association (FPA), Securities Industry and Financial Markets Association (SIFMA).
Mr. Innocenti holds a Bachelor of Science in Business Administration from Western New England University in Springfield Massachusetts. He attended Notre Dame High School in Lawrenceville, New Jersey.
Jason is married to his wife Brooke and currently resides in Estero Florida with their three children. Taylor, Nathan and Nessa.
In the year 2017, Innocenti & Associates, Inc. re-branded itself as Beneficial Capital Group.
In the year 2016 Beneficial Tax Advisory, LLC. was formed. Innocenti & Associates, Inc. was founded in the year 2013 while partnering with Ameriprise Financial Services, LLC.
Mr. Innocenti has 31 years of experience in the financial services arena. Mr. Innocenti currently oversees the strategic portfolio management of a diverse group of both individual and institutional clients domestically.
In the year 2008, Mr. Innocenti merged his practice with Sterne Agee & Leach, a NYSE member firm established in 1901 which was based in Birmingham, Alabama. Prior, in the year 2004, Mr. Innocenti founded Principle Advisors Inc., and was granted membership to both FINRA MSRB. While at Principle Advisors he served in the capacity of Chief Operating Officer. During his tenure at Principle Advisors, he participated in writing, managing, and directing all corporate policy. He effectively performed the duties of Designated Supervisory Principal (DSP), Municipal Securities Principal (MP), and Compliance Registered Options Principal (CROP). Mr. Innocenti continually maintained compliance with the industry guidelines. He also represented the firm during the FINRA small member firm conferences.
From 2001-2004 Mr. Innocenti acted as Branch Manager for San Francisco based member firm Emmett A. Larkin Company. During his time with EAL, Mr. Innocenti was responsible for managing and maintaining operations along with strengthening the sales growth of their Monroe New Jersey office. He also served as a Vice President at Weatherly International PLC.; an internationally traded investment company located in New York City’s World Trade Center South Tower II from 1997 to 2001.
In the years 1994-1999 Mr. Innocenti joined Taglich Brothers, D’Amadeo & Wagner Inc., member FINRA as a registered representative. While at Taglich Mr. Innocenti was responsible for growing the firm’s private client group relations.
Mr. Innocenti began his career in 1992 with Shearson Lehman Brothers’ Private Client Group at their world headquarters in New York City and subsequently held positions of increasing responsibility at the firm learning and helping how to grow and service both their private client and institutional client relations.
Mr. Innocenti is an Investment Advisor Representative (IAR) registered with the Securities Exchange Commission. He simultaneously maintains a membership and is registered with the Financial Industry Regulatory Authority otherwise known as FINRA. He has successfully qualified by exam and holds the industry security licenses: Series 4,7,24,52,53,62,63,65 and the SIE. Mr. Innocenti is also licensed in several states in Accident, Health and Life insurance. Mr. Innocenti is licensed to practice and currently conducts securities business in AK, AL, AR, AZ, CA, CO, CT, DE, DC, FL, GA, IN, KY, LA, MD, MA, MI, MO, NC, ND, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WV, WI.
He belongs to the Financial Planning Association (FPA), Securities Industry and Financial Markets Association (SIFMA).
Mr. Innocenti holds a Bachelor of Science in Business Administration from Western New England University in Springfield Massachusetts. He attended Notre Dame High School in Lawrenceville, New Jersey.
Jason is married to his wife Brooke and currently resides in Estero Florida with their three children. Taylor, Nathan and Nessa.
Joseph A. Siragusa
Managing PrincipalFinancial Advisor
Mr. Siragusa is a seasoned financial professional with over a decade of experience specializing in comprehensive wealth management. He is dedicated to helping individuals, families, and business owners build, preserve, and transfer wealth through customized financial strategies aligned with their long-term goals.
Mr. Siragusa earned a Bachelor of Science degree with a concentration in Finance from Monmouth University. Mr. Siragusa is an Investment Advisor Representative (IAR) and he holds the Series 7, Series 66, Series 24, and SIE securities registrations, along with Accident, Health and Life insurance licenses. He is currently registered to conduct securities business in the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, LA, MA, MD, NJ, NY, NC, NH, PA, RI, SC, TN, TX, VA, WV, and WI.
Known for his personalized approach and commitment to client success, Mr. Siragusa provides guidance across all areas of wealth management, including investment planning, retirement strategies and legacy planning.
He resides in Monmouth County, New Jersey, with his wife, Gabrielle, and their three children-Joseph Jr., Gianna, and Giulia.
Mr. Siragusa earned a Bachelor of Science degree with a concentration in Finance from Monmouth University. Mr. Siragusa is an Investment Advisor Representative (IAR) and he holds the Series 7, Series 66, Series 24, and SIE securities registrations, along with Accident, Health and Life insurance licenses. He is currently registered to conduct securities business in the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KY, LA, MA, MD, NJ, NY, NC, NH, PA, RI, SC, TN, TX, VA, WV, and WI.
Known for his personalized approach and commitment to client success, Mr. Siragusa provides guidance across all areas of wealth management, including investment planning, retirement strategies and legacy planning.
He resides in Monmouth County, New Jersey, with his wife, Gabrielle, and their three children-Joseph Jr., Gianna, and Giulia.
Patrick T. Monahan, CRPS
Financial AdvisorChartered Retirement Plans Specialist
After joining the team in 2020, Mr. Monahan has become a trusted advisor eager to help clients reach their goals. Mr. Monahan holds the following securities registrations: Series 7, Series 66 and the SIE. Mr. Monahan is licensed and currently conducts securities business in the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IN, LA, MA, MD, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VA and WV.
Mr. Monahan currently resides in Monmouth County with his fiancé, Janelle. Spending his time off coaching baseball, playing golf and cooking for friends and family.
Mr. Monahan currently resides in Monmouth County with his fiancé, Janelle. Spending his time off coaching baseball, playing golf and cooking for friends and family.