JEREMY J. PHELPS is an investment adviser representative (IAR) with state registration records since 2015, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-03-06 | 2025-03-31 | — |
| AMUNDI ASSET MANAGEMENT US, INC. | 2021-01-04 | 2023-10-13 | — |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | 2018-11-14 | 2020-12-31 | — |
| PNC WEALTH MANAGEMENT | 2016-07-12 | 2018-11-01 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-11-12 | 2016-06-22 | — |