Phillip Weisbrod
Phillip Weisbrod is a registered investment advisor at Cetera Investment Advisers LLC, based in Brunswick, OH, with 28 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
50 Pearl Road, Suite 108, Brunswick, OH, 44212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip owns JFB Financial Services, where he provides tax and accounting services, dedicating full-time hours. He also owns JFB Financial Services as a registered representative, providing investment management and advice, also dedicating full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
Mutual Service CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 states
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