Phillip Jones is a registered investment advisor, based in Dublin, OH, with 7 years of industry experience. Phillip is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6125 Memorial Drive, Dublin, OH, 43017
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Meeder Distribution Services, INC.Broker
June 2025 - Present · 1 yr 4 mos
Meeder Public Funds, INC.
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Hilltop Securities Asset Management, LLC
January 2024 - May 2025 · 1 yr 4 mos
Hilltop Securities INC.Broker
October 2023 - May 2025 · 1 yr 7 mos
Hilltop Securities INC.
October 2023 - May 2025 · 1 yr 7 mos
J.P. Morgan Securities LLC
December 2020 - October 2023 · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
December 2020 - October 2023 · 2 yrs 10 mos
TD Ameritrade, INC.Broker
August 2018 - November 2020 · 2 yrs 3 mos
State Registrations4 states
MIMNOHTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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