JP
CFA
JP
CFA

Jeffrey Phillips

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

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Location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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History

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.

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Other Business ActivitiesSells Insurance

Jeffrey is a partner in Rehmann, a CPA, consulting, and financial advisor firm, and a resident producer at Rehmann Insurance Group, LLC, allowing him to sell insurance and provide coverage analysis. He also works as a financial advisor at Rehmann Capital Advisory Group (nearly full-time) and is a registered representative at Rehmann Financial Network, LLC.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs 1 mo
Rehmann Wealth
July 2007 - Present · 18 yrs 7 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
May 2015 - December 2017 · 2 yrs 7 mos
Mutual Service CorporationBroker
January 2005 - November 2005 · 10 mos
Mercer Allied Company, L.P.Broker
February 2001 - February 2005 · 4 yrs
State Registrations5 states
CAFLMINHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.