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Phil Jones Email
VP, Operations and Finance . True Path Financial and Insurance Services
Newport Beach, CA
Locationm***********@truepathfinancial.net
Primary EmailHow to contact Phil Jones
Join and see Phil's contact info for free!Current Roles
Employees:
53Revenue:
$10.6MAbout
True Path Financial and Insurance Services – the General Agency of National Life Group in Southern California – is a diverse, rapidly growing financial services firm committed to creating and securing legacies in our communities. Led by industry veteran Robert J. Waltos Jr., CFP® CLU®, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice while helping clients achieve financial security. It's a rewarding path for financial professionals who want to make a difference for themselves, their clients, and their communities. Our partnership with the National Life Group of companies has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals build rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA (FINRA.org)/SIPC (SIPC.org), 1200 Newport Center Drive, Suite 270, Newport Beach, CA 92660 (949) 328-1048 True Path Financial is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, and its affiliates. ESI is a broker/ dealer affiliate of NLIC. True Path Financial and Insurance Services is independent of ESI. TC104072(0918)pTrue Path Financial and Insurance Services Address
20 Executive ParkNewport Beach, CA