Jason Lee Phillips

Current Employers

Pile Wealth Management

One Indiana Square Suite 1200, Indianapolis, IN 46204 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-09-15

IN RA
APPROVED

Since 2025-09-15

Branch Locations

One Indiana Square Suite 1200, Indianapolis, IN 46204 • 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
Rj Pile & Company, Llc D/B/A Pile Cpas	Indianapolis	IN	01/2004	Present
Pile Wealth Management	Indianapolis	IN	08/2025	Present

01/2004 → Present

Rj Pile & Company, Llc D/B/A Pile Cpas

Indianapolis, IN
08/2025 → Present

Pile Wealth Management

Indianapolis, IN

Previous Registrations

2010-06-04 → 2023-12-31

Pile Wealth Management

Other Businesses

RJ Pile & Company, LLC d/b/a Pile CPAs; NOT INVESTMENT-RELATED; ONE INDIANA SQUARE, SUITE 1200 INDIANAPOLIS, IN 46204; CPA FIRM; SUPERVISOR; START DATE: 01/2004; FULL-TIME - 40+ HOURS WEEKLY; DUTIES - CPA, TAX AND AUDIT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-29

S65 Uniform Investment Adviser Law Examination

2009-12-29

Designations

View on SEC IAPD