Jessica Phillips is a registered investment advisor, based in Chesapeake, VA, with 22 years of industry experience.
Location
Chesapeake, VA
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Investment Services, INC.
August 2018 - Present · 7 yrs 9 mos
Truist Advisory Services, INC.
August 2018 - Present · 7 yrs 9 mos
Truist Investment Services, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Bb&t Securities, LLCBroker
December 2019 - February 2021 · 1 yr 2 mos
Wells Fargo Clearing Services, LLC
January 2005 - August 2018 · 13 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2004 - August 2018 · 13 yrs 9 mos
American Express Financial Advisors, INC.
September 2001 - July 2002 · 10 mos
Ids Life Insurance CompanyBroker
August 2001 - July 2002 · 11 mos
American Express Financial Advisors INC.Broker
August 2001 - July 2002 · 11 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.