Bart Wilkins Jones

Current Employers

Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2004-01-09

TN RA
APPROVED

Since 2004-01-09

Branch Locations

2 Maryland Farms Suite #129, Brentwood, TN 37027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Investment Planners, Inc.	Decatur	IL	11/2000	Present
Ipi Asset Management, Inc.	Decatur	IL	05/2002	Present

11/2000 → Present

Investment Planners, Inc.

Decatur, IL
05/2002 → Present

Ipi Asset Management, Inc.

Decatur, IL

Other Businesses

1-INVESTMENT PLANNERS, PLLC - TAX PREPARER NOT INVSTMENT RELATED, SPENDING LESS THAN 8 HOURS PER MONTH ON DUTIES. FIXED INSURANCE SALE RENEWALS - LESS THAN 1 HOUR PER MONTH ON DUTIES. CONDUCTED OUT OF OFFICE IN BRENTWOOD, TN.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-07-16

S63 Uniform Securities Agent State Law Examination

1998-07-16