Phil Jones has over 20 years of experience in the financial and insurance industry. Their most recent role was as the Vice President of Operations and Finance at True Path Financial and Insurance Services, where they have been since September 2017. Prior to that, they worked at Capstone Partners Financial and Insurance Services as a Financial Representative from January 2015 to September 2017. Phil also spent two years at Northwestern Mutual as a Financial Representative, where they developed relationships with clients and provided ethical and trustworthy service. Before that, Phil worked at Wedbush Securities as the VP Equity Sales Trader and at Wachovia Securities as an Equity Sales Trader, both roles focused on building and managing client relationships and providing relevant research and guidance. Phil started their career at Smith Barney and later worked at Robertson Stephens, where they gained experience in business development, market research, and supporting clients dealing with mergers and acquisitions.
Phil Jones attended San Diego State University and obtained a Bachelor of Arts degree in Public Administration. Additionally, they hold certifications as a Licensed Insurance Representative and in Series 7, 63, and 55 from the Financial Industry Regulatory Authority (FINRA).
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True Path Financial and Insurance Services
True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 1200 Newport Center Dr, Suite 270, Newport Beach, CA 92660 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P