Phillip Jones

MEEDER PUBLIC FUNDS

Dublin, OH 43017

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CRD#: 6985864

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 Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phillip C Jones | Phillip Clifford Jones | Jones Phillip

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Jones's 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

June 13, 2025 - Present

MEEDER PUBLIC FUNDS, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017

RIA

CRD#: 106816

Dublin, OH

Current

June 13, 2025 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767

CRD#: 36773

Dublin, OH

Past

January 31, 2024 - May 15, 2025

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

RIA

CRD#: 110760

DALLAS, TX

Past

October 31, 2023 - May 15, 2025

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

DALLAS, TX

Past

October 31, 2023 - May 15, 2025

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Past

December 21, 2020 - October 12, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Plano, TX

Past

December 9, 2020 - October 12, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

Plano, TX

Past

August 14, 2018 - November 10, 2020

TD AMERITRADE, INC.

CRD#: 7870

Southlake, TX

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".

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 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

IAR

Michigan
(10/23/2025)

IAR

Minnesota
(9/25/2025)

Ohio
(6/13/2025)

IAR

Ohio
(6/17/2025)

Texas
(6/13/2025)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 12/21/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/24/2018

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: 8/14/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 Approved)

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Contact information

Main Address

6125 Memorial Drive, Dublin, OH 43017

Mailing Address

P.o. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEEDER PUBLIC FUNDS, INC. - 2025 BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 59,252,706,118

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2024	Cover Page	Report
10/27/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Phillip Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MEEDER DISTRIBUTION SERVICES, INC.

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

MEEDER PUBLIC FUNDS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2020

Series 63

Date: 9/24/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2018

FINRA

Current Firm

MEEDER PUBLIC FUNDS, INC.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MEEDER PUBLIC FUNDS, INC.

TRUST BUT VERIFY

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