Phillip Jones
Professional Summary
Phillip Jones, who also goes by Phillip C Jones, Phillip Clifford Jones, Jones Phillip, is a registered financial advisor currently at MEEDER PUBLIC FUNDS, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio. Phillip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Phillip has worked at 6 firms and has passed the Series 66, Series 63, SIE and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Phillip C Jones, Phillip Clifford Jones, Jones Phillip
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
MEEDER INVESTMENT MANAGEMENT, INC. | UNITED AMERICAN CAPITAL | UACC | PRODUCTIVE PORTFOLIOS, INC. | PRODUCTIVE CAPITAL MANAGEMENT, INC. | PRODUCTIVE CAPITAL MANAGEMENT INC | PATTERSON & ASSOCIATES | MEEDER PUBLIC FUNDS, INC.
Contact Information
Main Address
6125 Memorial Drive, Dublin, OH 43017Mailing Address
P.o. Box 7177, Dublin, OH 43017Phone Number
(866) 633-3371# of Employees
77SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
954AUM (Assets Under Management)
$70,162,169,136Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2025 | Cover Page | Report |
| 08/26/2024 | Cover Page | Report |
| 10/27/2023 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MEEDER INVESTMENT MANAGEMENT, INC. | UNITED AMERICAN CAPITAL | UACC | PRODUCTIVE PORTFOLIOS, INC. | PRODUCTIVE CAPITAL MANAGEMENT, INC. | PRODUCTIVE CAPITAL MANAGEMENT INC | PATTERSON & ASSOCIATES | MEEDER PUBLIC FUNDS, INC.
State Registrations and Notice Filings
(10/23/2025)
(9/25/2025)
(6/13/2025)
(6/17/2025)
(6/13/2025)
(6/13/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Phillip Jones's CRS (Customer Relationship Summary).
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