Bart
Jones
Ipi Wealth Management, Inc
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About this Advisor
Bart Jones is a financial advisor based in Brentwood, Tennessee, working with Ipi Wealth Management, Inc. Bart has previously held positions at Investment Planners, Inc and Ipi Asset Management, Inc. Bart has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Bart is part of Ipi Wealth Management, Inc, which operates out of Brentwood, Tennessee. The firm has 43 offices and 78 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Ipi Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ipi Wealth Management, Inc Brokerage Details
$2,147,470,454
78
10,573
$203,109
Investment Advisory Services
- Financial planning 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
Ipi Asset Management, Inc
Investment Planners, Inc
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.
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