Bart
Jones

Ipi Wealth Management, Inc

CRD#3072496
Investment Advisor
in Brentwood, TN

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About this Advisor

Bart Jones is a financial advisor working in Brentwood, Tennessee with 19 years of relevant experience. Jones is currently employed by Ipi Wealth Management, Inc. Over the course of their career, they have held roles at Investment Planners, Inc and Ipi Asset Management, Inc. Jones maintains a Series 63 license, designating them as a securities agent, and can operate in Tennessee. Ipi Wealth Management, Inc is an advisory company that has its headquarters in Decatur, IL. The investment advisory business has offices in 43 locations and a total of 81 financial advisors. It controls $2 billion in assets under management between its 9,785 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 17 charities and foundations. Of its 9,785 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types charged by Ipi Wealth Management, Inc likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 Maryland Farms Suite #129
Brentwood, TN 37027

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Ipi Wealth Management, Inc Brokerage Details

Total Assets Under Management

$1,776,787,196

TN Average: $6,674,516,078
Total Number of Employees

81

TN Average: 44
Total Number of Accounts

9,785

TN Average: 2,564
Average Account Size

$181,583

TN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Bart Jones Work History

Bart has been registered as a financial advisor for 19 years.*

2002 - Present (22 years)

Ipi Asset Management, Inc

2000 - Present (24 years)

Investment Planners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bart Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ipi Wealth Management, Inc

Joe Myers
Surprise, AZ
Regina Unger
Decatur, IL
Garvis Owens
Decatur, IL
Andrew Dejong
Las Vegas, NV
David Dahl
Decatur, IL
Cory Neumiller
Decatur, IL
Garrick Batley
Quincy, IL
Jason Schwieder
Port Byron, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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