Phil Jones

Vice President, Finance & Operations

Phil Jones has 20+ years experience in the financial services industry. He is a partner and member of the leadership team at True Path Financial—one of the leading financial services organizations in Orange County. In his operational role, he has the opportunity to serve the organization by creating vision and inspiring the team to operate into the fullness of their potential. He works hard to ensure that the organization has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow and to ensure financial strength and operating efficiency. He is responsible for developing, monitoring and evaluating overall corporate strategy in partnership with the Managing Partner and leaders of business units with emphasis on bottom line performance, working capital and enhancing shareholder value. In addition, he provides financial insights that impact decisions regarding the formulation and execution of strategies.


Phil began his career in San Francisco at an investment bank stepping into his passion for helping clients and businesses build financial strategies that set them up for success.

In addition to growing and building the people and business of True Path, Phil highly values his time with his wife, Becca, and four kids—Rilynn, Braden, Bella and Wyatt. They love sports, traveling and live music. One of Phil's favorite hobbies is golf and he enjoys getting out on the course every chance he can.

Phil Jones is a Registered Representative of Equity services, Inc. and offers securities in the following states: California.

Phil Jones is insurance licensed in the following states: California Insurance License #0156699

Mobile Phone 949-836-7809