James T. Phillips

STERLING BRIDGE FINANCIAL GROUP

PALM HARBOR, FL 34685

CRD#: 8050010

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Professional summary

James Tyler Phillips, who also goes by Jamis Bartosek, James Phillips, is a registered financial advisor currently at STERLING BRIDGE FINANCIAL GROUP LLC located in Palm Harbor, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. James has worked at 2 firms and has passed the Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jamis Bartosek | 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Tyler 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

September 4, 2025 - Present

STERLING BRIDGE FINANCIAL GROUP LLC

Office #1: 4174 Woodlands Parkway, Palm Harbor, FL 34685

RIA

CRD#: 304409

PALM HARBOR, FL

Past

March 25, 2025 - July 20, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

Palm Harbor, FL

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

Florida
(9/26/2025)

IAR

Michigan
(9/4/2025)

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

General Industry/Product Exam

Series 6TO

Date: 3/25/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 11/29/2024

Securities Industry Essentials Examination

Current Firm

STERLING BRIDGE FINANCIAL GROUP LLC

CRD#: 304409 / SEC#: 801-135915

Florida

Registered Investment Advisory firm - (7/24/2019 Approved)

Michigan

Registered Investment Advisory firm - (7/29/2024 Approved)

Texas

Registered Investment Advisory firm - (11/11/2024 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).

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Contact information

Main Address

4174 Woodlands Parkway, Palm Harbor, FL 34685

Mailing Address

Phone number

(727) 250-4130

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-STERLING BRIDGE FINANCIAL GROUP LLC (3/20/2026)

Regulatory assets under management

Total Number of Accounts	776
AUM (Assets Under Management)	$ 131,066,360

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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James T. Phillips

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Tyler Phillips's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING BRIDGE FINANCIAL GROUP LLC

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 6TO

Date: 3/25/2025

SIE

Date: 11/29/2024

Current Firm

STERLING BRIDGE FINANCIAL GROUP LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STERLING BRIDGE FINANCIAL GROUP LLC

TRUST BUT VERIFY

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