JACOBY LEWIS PHILLIP appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. JACOBY LEWIS PHILLIP appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SPECTRUM ASSET MANAGEMENT, INC. | EXECUTIVE DIRECTOR & CHIEF INVESTMENT OFFICER | STAMFORD, CT |
| — | Form ADV | SPECTRUM ASSET MANAGEMENT, INC. | SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | STAMFORD, CT |