Bart W. Jones

IPI WEALTH MANAGEMENT

BRENTWOOD, TN 37027

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CRD#: 3072496

Professional summary

Bart Wilkins Jones is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Brentwood, Tennessee and INVESTMENT PLANNERS, INC. located in Brentwood, Tennessee.

Bart is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bart has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1-INVESTMENT PLANNERS, PLLC - TAX PREPARER NOT INVSTMENT RELATED, SPENDING LESS THAN 8 HOURS PER MONTH ON DUTIES. FIXED INSURANCE SALE RENEWALS - LESS THAN 1 HOUR PER MONTH ON DUTIES. CONDUCTED OUT OF OFFICE IN BRENTWOOD, TN.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Wilkins Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 9, 2004 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 2 Maryland Farms Suite #129, Brentwood, TN 37027

RIA

CRD#: 111872

BRENTWOOD, TN

Current

December 12, 2000 - Present

INVESTMENT PLANNERS, INC.

Office #1: 2 Maryland Farms Suite # 129, Brentwood, TN 37027

CRD#: 18557

Brentwood, TN

Past

July 7, 1998 - December 2, 1999

INVESTMENT PLANNERS, INC.

CRD#: 18557

DECATUR, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/17/2016)

Arizona
(2/27/2024)

Arkansas
(7/13/2016)

Florida
(1/11/2005)

Kentucky
(12/12/2000)

Mississippi
(11/25/2005)

Tennessee
(12/13/2000)

IAR

Tennessee
(1/9/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA

Registered Investment Advisory firm - (11/1/1999 Approved)

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Contact information

Main Address

226 W. Eldorado, Decatur, IL 62522

Mailing Address

P.o. Box 170, Decatur, IL 62525-0170

Phone number

(217) 425-6340

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPI WEALTH MANAGEMENT ADV2A (6/9/2025)

Regulatory assets under management

Total Number of Accounts	10,743
AUM (Assets Under Management)	$ 2,248,994,441

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bart W. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bart Wilkins Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

IPI WEALTH MANAGEMENT, INC.

INVESTMENT PLANNERS, INC.

INVESTMENT PLANNERS, INC.

Primary Firm SEC Registration

IPI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/6/1998

FINRA

Current Firm

IPI WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IPI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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