Phillip Jones, financial advisor Oneida TN
93 score

Phillip Jones

CRD Number: 3176299
Current Firm: Ameriprise Financial Services, Inc.

Phillip Jones (CRD# 3176299) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Oneida, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Knoxville, TN Sep 2005 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for Phillip B. Jones
Phone Number: 612-671-3131
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    198,081
    MILLIONS
  • Total Number of Accounts
    1,126,912
    ACCOUNTS
  • Average Account Value
    $175,773
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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