JP
Jeffrey Phillips
REHMANN WEALTH
Vero Beach, FL 32963
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CRD#: 4319983
JP
Professional summary
Jeffrey Phillips, who also goes by Jeffrey James Phillips, is a registered financial advisor currently at REHMANN WEALTH located in Vero Beach, Florida and REHMANN FINANCIAL NETWORK, LLC located in Vero Beach, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jeffrey has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey James Phillips
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PARTNER IN REHMANN POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/30/2015 ADDRESS: 5800 Gratiot, Suite 201, Saginaw MI 48638, United States; DESCRIPTION: Partner in Rehmann - a CPA, Consulting and Financial Advisor firm. Ownership in the firm also provides opportunities for real estate investments. 2. REHMANN INSURANCE GROUP, LLC - RIG POSITION: RESIDENT PRODUCER; NATURE: LIMITED LIABILITY COMPANY; INVESTMENT RELATED: YES; NUMBER OF HOURS: 20; SECURITIES TRADING HOURS: 20; START DATE: 01/31/2005; ADDRESS: 5070 NORTH HIGHWAY A1A, SUITE 250, VERO BEACH FL 32963; DESCRIPTION: ABILITY TO SELL INSURANCE. ABLE TO PROVIDE INSURANCE COVERAGE ANALYSIS. 3. REHMANN CAPITAL ADVISORY GROUP POSITION: FINANCIAL ADVISOR; NATURE: RIA; INVESTMENT RELATED: YES; NUMBER OF HOURS: 150; SECURITIES TRADING HOURS: 150; START DATE: 01/31/2005; ADDRESS: 5070 NORTH HIGHWAY A1A, SUITE 250, VERO BEACH FL 32963; DESCRIPTION: FINANCIAL ADVISING. 4. REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: registered rep 5. FIRST CHURCH OF GOD DVA PATHWAY CHURCH POSITION: BOARD MEMBER: INVESTMENT RELATED: NO; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: 1105 58TH AVE., VERO BEACH, FL 32966 DESCRIPTION: Member of the Board of Directors for our church. Will be involved in financial discussions but will have no check writing or access to funds. 6. FLORIDA VENTURE CAPITAL FORUM POSITION: TREASURER: INVESTMENT RELATED: NO; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 09/12/2024 ADDRESS: 707 W AZEELE ST., TAMPA, FL 33606 DESCRIPTION: Organization promotes and educates venture capital investing and business growth across Florida. Treasurer works with Executive Committee and CEO of group. An external bookkeeper does the accounting and the financial statements are independently audited. Treasurer does not sign checks but does sign-off on the audit. Role requires less than 5 hours per month of work. Treasurer receives no compensation.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Phillips's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 2, 2007 - Present
REHMANN WEALTH
Office #1: 5070 Hwy A1a Suite 250, Vero Beach, FL 32963RIA
CRD#: 123047
Vero Beach, FL
Current
January 17, 2017 - Present
REHMANN FINANCIAL NETWORK, LLC
Office #1: 5070 North Highway A1a Suite 250, Vero Beach, FL 32963BD
CRD#: 165027
Vero Beach, FL
Past
May 7, 2015 - December 31, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
VERO BEACH, FL
Past
January 25, 2005 - November 29, 2005
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
SOUTHFIELD, MI
Past
February 5, 2001 - February 7, 2005
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
COHOES, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
Registered Investment Advisory firm - (8/16/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/10/2025)
IAR
Florida(4/11/2013)
RR
Florida(2/13/2018)
IAR
Michigan(3/5/2010)
RR
Michigan(1/1/2017)
IAR
New Hampshire(9/11/2012)
RR
New Hampshire(3/21/2018)
IAR
Texas(7/2/2007)
RR
Texas(3/2/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
Registered Investment Advisory firm - (8/16/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4086 Legacy Parkway, Lansing, MI 48911-4261
Mailing Address
Phone number
(517) 316-2400
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,238 |
| AUM (Assets Under Management) | $ 4,270,170,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
