Philip G. Jones
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Philip Gregory Jones, CFP®, ChFC®, CLU®, who also goes by Greg Jones, Philip G. Jones, was a registered financial professional .
Philip is a previously registered financial professional and started their career in finance in 2000. Philip had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1986
Experience
February 25, 2010 - December 31, 2023
JONES WEALTH ADVISORS, LLC
October 2, 2000 - December 31, 2009
CHOREO, LLC
October 2, 2000 - December 31, 2009
BIRCHTREE FINANCIAL SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
JONES WEALTH ADVISORS, LLC
CRD#: 152659 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 75,430,391 |
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.
