Jeffrey Phillips is a CFA-designated registered investment advisor, based in Vero Beach, FL, with 24 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5070 Hwy A1A, Suite 250, Vero Beach, FL, 32963
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a partner in Rehmann, a CPA, consulting, and financial advisor firm, and a resident producer at Rehmann Insurance Group, LLC, allowing him to sell insurance and provide coverage analysis. He also works as a financial advisor at Rehmann Capital Advisory Group (nearly full-time) and is a registered representative at Rehmann Financial Network, LLC.
Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
Rehmann Wealth
Previous Registrations
Royal Alliance Associates, INC.Broker
Mutual Service CorporationBroker
Mercer Allied Company, L.P.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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