Phil Jones, financial advisor Huntsville TX
93 score

Phil Jones

CRD Number: 4482220
Current Firm: Next Financial Group, Inc.

Phil Jones (CRD# 4482220) is an Investment Advisor Representative working at Next Financial Group, Inc. in Huntsville, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX Mar 2012 - Current 4
Sanders Morris Harris Inc. Houston, TX Feb 2002 - Mar 2012 10
Smh Capital Advisors Inc. Houston, TX Mar 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Phil D. Jones
Phone Number: 713-789-7122
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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