Jeremy M. Phillips

ANDERSON HOAGLAND & CO

St Louis, MO 63124

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CRD#: 6661282

Professional summary

Jeremy Meier Phillips, who also goes by Jay Phillips, is a registered financial advisor currently at ANDERSON HOAGLAND & CO located in St Louis, Missouri.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeremy has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay 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. 2016- Insurance Agent-Various Carriers- Life, Health, Long Term Care, Fixed Annuities. Not investment related. Time Spent: 10 hrs/mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Meier Phillips'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

April 12, 2024 - Present

ANDERSON HOAGLAND & CO

Office #1: 9811 South Forty Drive, Suite 200, St Louis, MO 63124

RIA

CRD#: 105157

St Louis, MO

Past

January 29, 2021 - February 23, 2024

COLORADO WEALTH GROUP LLC

RIA

CRD#: 310024

DENVER, CO

Past

August 14, 2020 - December 31, 2020

COLORADO WEALTH GROUP LLC

RIA

CRD#: 310024

DENVER, CO

Past

May 29, 2019 - August 14, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Denver, CO

Past

May 20, 2019 - August 14, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

Denver, CO

Past

November 19, 2018 - February 14, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

ST LOUIS, MO

Past

September 26, 2018 - February 14, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

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".

ANDERSON HOAGLAND & CO

CRD#: 105157 / SEC#: 801-15073

RIA

Registered Investment Advisory firm - (3/4/1980 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.

Highlighted states indicate IAR registrations

IAR

Missouri
(4/12/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/16/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/12/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2018

General Securities Representative Examination

Current Firm

ANDERSON HOAGLAND & CO

CRD#: 105157 / SEC#: 801-15073

RIA

Registered Investment Advisory firm - (3/4/1980 Approved)

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Contact information

Main Address

9811 South Forty Drive, Suite 200, St Louis, MO 63124

Mailing Address

Phone number

(314) 726-2107

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANDERSON HOAGLAND FEBRUARY 2025 BROCHURE (2/7/2025)

Regulatory assets under management

Total Number of Accounts	383
AUM (Assets Under Management)	$ 1,241,084,228

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/27/2025	Cover Page	Report

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

Jeremy M. Phillips

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Meier Phillips's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLORADO WEALTH GROUP LLC

COLORADO WEALTH GROUP LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Primary Firm SEC Registration

ANDERSON HOAGLAND & CO

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2018

Series 7TO

Date: 3/12/2024

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2018

Current Firm

ANDERSON HOAGLAND & CO

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANDERSON HOAGLAND & CO

TRUST BUT VERIFY

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