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Bart Wilkins Jones

IPI Wealth Management, Inc.

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About Bart Wilkins Jones

Bart Wilkins Jones is a financial advisor registered with IPI Wealth Management, Inc.. Bart is a registered representative with over 20 years of experience in the financial industry. Bart holds the Series 7 and Series 63 licenses. He has been with IPI Wealth Management, Inc. since 2004. The firm's main office is located in Decatur, IL. Bart is committed to providing personalized financial advice and services to help clients achieve their financial goals. Bart specializes in financial planning, portfolio management, and educational seminars.

Firm Information

Bart Jones is currently registered with IPI Wealth Management, Inc.. IPI Wealth Management, Inc. is an investment advisory firm headquartered in Decatur, IL, with over 70 licensed agents and investment advisor representatives serving clients across the United States. The firm offers a range of services including financial planning, educational seminars, portfolio management, and selection of other advisors. They manage assets for a variety of clients, including individuals, families, corporations, and retirement plans. IPI Wealth Management has a strong reputation in the industry, as evidenced by their significant regulatory assets under management.
IPI Wealth Management, Inc.

226 W. ELDORADO

DECATUR, IL 62522

$2.15B

Assets Under Management

36

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bart Jones’s Registration & Firm History

TN

01/09/2004 - Present

IPI Wealth Management, Inc. (BRENTWOOD TN)

IL

07/07/1998 - 12/02/1999

INVESTMENT PLANNERS, INC. (DECATUR IL)

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Licenses & Designations

BC

Issued 07/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bart Wilkins Jones.
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