Phillip Jones

Phil has 18+ years experience in the Financial Sevices Industry.  Phil began his career in San Francisco, CA at an investment bank in 1999. His passion is helping to build financial strategies for clients and business alike based on their needs. In 2017, Phil transitioned into a management role, developing, monitoring and evaluating overall corporate strategy with the CEO and leaders of the business units. Phil enjoys spending time with his children, coaching and playing golf. 

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

Phillip Jones is insurance licensed in the following states: California (License  # 0I56699)        

Jimmy Barnes

Jimmy Barnes grew up in Placentia, CA and went to Los Alamitos High School where he played football for his father, John Barnes.  While at Los Alamitos, he was a High School All-American in Football and received a scholarship to the University of Alabama. He finished college at Bemidji State University where he graduated with a B.S. in Business Administration.  Jimmy started his career in financial services right out of college in 2011 where he realized his passion for helping people and their families.  He thoroughly enjoys helping align his client’s goals with their values. Jimmy is married to his beautiful wife Katherine and they a daughter, Rory. He is an avid fisherman and boating enthusiast.

Jimmy Barnes is insurance licensed in the following states: 
California (License# 0H42577)