WebbPHILLY JONES, W. PHILLY JONES, WILLIAM PHILLIP JONES, WILLIAM PHILLIP JONES JR. CRD#: 4917339. IA. Investment Adviser . CAPTRUST CRD#: 175112 Franklin, TN . 0 . ... 2006 2008 2010 2012 2014 2016 2024 2024 2024 2024 IA CAPTRUST (CRD# 175112) 2024 - Present (3 years) IA FIDUCIARYVEST, LLC (CRD# 134351) 2006 - 2024 (13 years) … Webb2 apr. 2024 · The joining team is led by FiduciaryVest managing partner and co-founder Philly Jones, and is comprised of partners Evan Melcher and Zack Sadler, chief investment officer Andy Marino and supporting team members. FiduciaryVest partners Jason Small and Harold Small have not joined Captrust and continue to operate as FiduciaryVest.
CAPTRUST Named to Barron’s 2024 List CAPTRUST
Webb14 mars 2024 · CAPTRUST Review. Written by investor.com. March 14, 2024. CAPTRUST, registered in 2003, serves 52 state (s) with a licensed staff of 483 advisors. CAPTRUST manages $655.1 billion and provides investment advisory services for 19,832 clients (1:41 advisor/client ratio). Webb26 okt. 2009 · CapTrust’s Miller says Jones and Blair called him recently to inquire about joining the firm. He says he isn’t concerned about the circumstances of their departure … is spring city tn a good place to live
Biographie von Philly Jones - The Official Board
Webb4 feb. 2024 · Founded in 1997, Captrust employs more than 800 and has 50 locations across the U.S. It oversees $50 billion in assets under management and had $409 billion … Webb12 okt. 2009 · Led by Robert A. Jones and Michael E. Blair since its inception in 1995, CAPTRUST says that the group has consistently earned top rankings among Barron’s List of Top 1,000 Financial Advisors. “I am thrilled to welcome Bob and Mike as the newest shareholder partners in our firm,” said J. Fielding Miller, CAPTRUST co-founder and CEO. if i were a bell music