JEFFREY MARLIN PHILLIPS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with BLUEPRINT FINANCIAL ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BLUEPRINT FINANCIAL ADVISORS LLC | 2025-08-04 | present | Yes |
| OSAIC WEALTH, INC. | 2024-06-14 | 2025-08-06 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2015-06-26 | 2024-06-14 | — |
| LPL FINANCIAL LLC | 2009-04-03 | 2015-07-07 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2003-07-25 | 2009-04-06 | — |
| UBS FINANCIAL SERVICES INC. | 2002-06-20 | 2003-08-13 | — |