# James Edward Phelps

James Edward Phelps is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with &PARTNERS.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [&PARTNERS](https://search.stillhousedata.com/firm/3767) | 2024-09-04 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-03-21 | 2024-09-17 | — |
| [SAXONY CAPITAL MANAGEMENT LLC.](https://search.stillhousedata.com/firm/122692) | 2018-07-23 | 2023-05-31 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2017-05-01 | 2018-03-09 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2010-01-04 | 2011-06-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3173075)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3173075.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.