Jeffrey James Phillips, CFA

Overview

Jeffrey James Phillips is an insurance agent, a registered representative and an investment adviser representative based in Vero Beach, FL, with 25 years in the industry.

Years in the industry

25

States licensed

6

States registered

5

Carrier appointments

15

Contact

2 business emails and 5 phone numbers on file

Registrations and licenses

• Licensed in 6 states
• Registered in 5 states

• Producer
• Series 63
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Rehmann Financial Network, LLCCurrent firm
• Rehmann WealthCurrent firm

Employment history since 2001

Carriers

15 active carrier appointments

Book and practice

Firm assets under management on file