# JEREMY J. PHELPS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2024-03-06 | 2025-03-31 | — |
| [AMUNDI ASSET MANAGEMENT US, INC.](https://search.stillhousedata.com/firm/107719) | 2021-01-04 | 2023-10-13 | — |
| [AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/138756) | 2018-11-14 | 2020-12-31 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2016-07-12 | 2018-11-01 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2015-11-12 | 2016-06-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6464727)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6464727.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.