Phillip Jones
Investment adviser representative at Meeder Public Funds, Inc.
16 yearsExperience
4 statesRegistered in
$70.2BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Meeder Public Funds, Inc.May 2025 to now
- Hilltop Securities Inc.Oct 2023 to May 2025
- J.P. Morgan Securities LLCNov 2020 to Oct 2023
- JPMorgan Chase Bank, N.A.Nov 2020 to Oct 2023
- TD Ameritrade Services Co., IncJul 2018 to Nov 2020
- TD Ameritrade, IncJul 2018 to Nov 2020
- Red Lerille's Health and Racquet ClubMay 2010 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (MI, MN, OH, TX).
Meeder Public Funds, Inc.
$70.2BAssets managed
582Clients
17Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6985864
- Firm CRD
- 106816