Philip Detlefs

IMG WEALTH MANAGEMENT

Jacksonville, FL 32216

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CRD#: 4572116

Professional summary

Philip Detlefs, who also goes by Philip Jay Detlefs, is a registered financial advisor currently at IMG WEALTH MANAGEMENT, INC. located in Jacksonville, Florida and MADISON AVENUE SECURITIES, LLC located in Jacksonville, Florida.

Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Philip has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Jay Detlefs

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) NAME:DETLEFS AND ASSOCIATES, INC.; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:INSURANCE/INSURANCE AGENCY; POSITION:AGENT; START DATE:10/2001; HOURS/MONTH:40; TRADING HOURS/MONTH:30; DUTIES:INSURANCE SALES AND SERVICE (2) NAME: MADISON AVENUE SECURITIES, LLC; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:FINANCIAL SERVICES RELATING TO MUTUAL FUNDS AND VARIABLE ANNUITY; BUSINESS; POSITION: REGISTERED REP; START DATE:09/2017; HOURS/MONTH:40; TRADING HOURS/MONTH:30; DUTIES:FINANCIAL SERVICES (3) NAME:IMG WEALTH MANAGEMENT; INV RELATED:YES; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:FINANCIAL PLANNING & PORTFOLIO MANAGEMENT; POSITION:FINANCIAL ADVISOR; START DATE:09/2017; HOURS/MONTH:40; TRADING HOURS/MONTH:30; DUTIES:INVESTMENT ADVISE & PORTFOLIO MANAGEMENT (4) NAME:10-10-80 INC. INV RELATED:NO; ADDRESS:8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; NATURE:PRIVATE FOUNDATION SETUP FOR THE PURPOSE OF REACHING PEOPLE FOR CHRIST; POSITION:TRUSTEE; START DATE:01/2022; HOURS/MONTH:<1; TRADING HOURS/MONTH:0; DUTIES:TRUSTEE. (5) NAME: FELLOWSHIP OF CHRISTIAN ATHLETES; INV RELATED:NO; ADDRESS:8701 LEEDS RD, KANSAS CITY, MO 64129; NATURE: NON-PROFIT GROWING AND DEVELOPING MIDDLE SCHOOL AND HIGH SCHOOL ATHLETES TOWARDS A RELATIONSHIP WITH JESUS; POSITION:BOARD MEMBER FOR ST. JOHNS COUNTY; START DATE:8/2022; HOURS/MONTH:1; DUTIES: ATTEND BOARD MEMBER MEETINGS. (6) NAME: AE MEDICARE PARTNER PROGRAM; INVESTMENT RELATED: YES; ADDRESS: 2950 SW MCCLURE RD, TOPEKA, KS 66614; POSITION: AGENT / SOLICITOR; DUTIES: REFER CLIENTS TO THEM FOR MEDICARE SUPPLEMENT PLANS; HOURS PER WEEK: 2 HOURS PER WEEK; START DATE: 10/9/2023 (7) NAME: INVESTMENT MANAGEMENT GROUP, LLC; ADDRESS: 8771 PERIMETER PARK COURT, SUITE 103 JACKSONVILLE, FL 32216; INVESTMENT RELATED: YES; POSITION: CO-OWNER AND ADVISOR DUTIES: INVESTMENT ADVICE; HOURS PER WEEK: 30 HOURS; START DATE: 01/2005

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Detlefs's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 6, 2017 - Present

IMG WEALTH MANAGEMENT, INC.

Office #1: 8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216

RIA

CRD#: 285966

Jacksonville, FL

Current

September 27, 2017 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 8771 Perimeter Park Court Suite 103, Jacksonville, FL 32216

RIA

CRD#: 23224

Jacksonville, FL

Past

October 7, 2013 - September 27, 2017

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

JACKSONVILLE, FL

Past

October 7, 2013 - September 27, 2017

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

JACKSONVILLE, FL

Past

June 7, 2007 - October 7, 2013

VERITRUST FINANCIAL, LLC

RIA

CRD#: 106594

JACKSONVILLE, FL

Past

August 15, 2002 - October 7, 2013

VERITRUST FINANCIAL, LLC

CRD#: 106594

JACKSONVILLE, FL

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".

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Florida

Registered Investment Advisory firm - (3/26/2024 Terminated)

Georgia

Registered Investment Advisory firm - (4/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/28/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(2/15/2024)

Connecticut
(8/5/2019)

Delaware
(2/15/2022)

Florida
(9/28/2017)

IAR

Florida
(10/24/2017)

Georgia
(10/2/2017)

Kentucky
(11/5/2019)

Maryland
(9/28/2017)

Minnesota
(8/9/2019)

New York
(9/29/2017)

North Carolina
(9/29/2017)

Pennsylvania
(9/28/2017)

Tennessee
(10/23/2019)

Texas
(9/29/2017)

IAR

Texas
(10/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/5/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/22/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IMG WEALTH MANAGEMENT, INC.

CRD#: 285966 / SEC#: 801-129719

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Florida

Registered Investment Advisory firm - (3/26/2024 Terminated)

Georgia

Registered Investment Advisory firm - (4/3/2024 Terminated)

North Carolina

Registered Investment Advisory firm - (3/28/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/26/2024 Terminated)

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Contact information

Main Address

8771 Perimeter Park Ct. Suite 102, Jacksonville, FL 32216

Mailing Address

Phone number

(904) 731-9955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A & 2B SEC (9/19/2025)

Regulatory assets under management

Total Number of Accounts	1,239
AUM (Assets Under Management)	$ 201,210,616

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Philip Detlefs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Detlefs's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

VERITRUST FINANCIAL, LLC

VERITRUST FINANCIAL, LLC

Primary Firm SEC Registration

IMG WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2007

Series 66

Date: 7/22/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2002

FINRA

Current Firm

IMG WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMG WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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