Phillip Brian Jones

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Knoxville, TN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Knoxville, TN

Other Businesses

Real Estate Ownership; Commercial; 19461 Alberta Street Oneida TN 37841Office location, ,; Not Investment-Related; 11/01/2004 / Commercial; 4509 Papermill Drive Knoxville TN 37909Knoxville Office, ,; Not Investment-Related; 11/01/2010 / Multi-Family; 16139 4th Street E, , Redington Beach, FL, 33708; Not Investment-Related; 03/19/2018. Business Ownership; Wildwoods Family Properties LLC; Member of family real estate held with my wife, two kids, mother and father-in-law. My responsibilities will be financial (on loan) and helping restore house and get ready for rental.; Rental Home that is held in a LLC.; 253 Grave Hill Road, , Oneida, TN, 37841; Investment-Related; 05/17/2022; 10 to 19 hours per month; 0 during trading hours / VPFP LLC; Co-owner; Management of Practice.; 19461 Alberta Street, , Oneida, TN, 37841; Investment-Related; 02/17/2025; 60 hours per month; 10 to 19 during trading hours / JWC Holdings, LLC; Co-owner; Real Estate; 1901 Old Jacksboro Hwy, , Lafollette, TN, 37766; Investment-Related; 05/11/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Oneida Professional Group (OPG); Co-owner; Real Estate; 19461 Alberta Street, , Oneida, TN, 37841; Investment-Related; 11/01/2004; 1 to 9 hours per month; 10 to 19 during trading hours. Board of Directors; First Presbyterian Church; Elder; P.O. Box 39Huntsville TN 37756, ,; ; 01/01/2007; 1 to 9 hours per month; 0 during trading hours / Lafollette Housing Authority; Chairman of the board; 802 S 4th Street, , LaFollette, TN, 37766; Not Investment-Related; 06/30/2014; 10 to 19 hours per month; 1 to 9 during trading hours / Scott County Industrial Development Board; board member and Treasurer; 12025 Scott Hwy, , Helenwood, TN, 37755; Investment-Related; 09/07/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; VPFP LLC; Co-owner; Manage advisory business; 19461 Alberta Street, , Oneida, TN, 37841; Investment-Related; 02/17/2025; 60 hours per month; 10 to 19 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-15

Designations

• Certified Financial Planner