Philip Jones, financial advisor Bethesda MD
84 score

Philip Jones

CRD Number: 1435763
Current Firm: Park Avenue Securities LLC

Philip Jones (CRD# 1435763) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bethesda, MD and has over 30 years of experience in the finance industry. Philip Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Bethesda, MD Jun 2009 - Current 7
Guardian Life Insurance Company Of America Bethesda, MD Feb 2009 - Current 7
Spire Investment Partners, LLC Mclean, VA Jan 2008 - May 2009 1
Spire Wealth Managers Mclean, VA Jan 2008 - May 2009 1
Cambridge Investment Research,inc Fairfield, IA Sep 2006 - Jan 2008 1
Legacy Advisors LLC Mclean, VA Aug 2000 - Jan 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jul 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Bond
Get Details on the FINRA Advisor Check site
Contact Info for Philip W. Jones
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • NJ
  • DC
  • FL
  • GA
  • MD
  • VA
  • MI
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
84

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